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Norris Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Norris Financial Group’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-512
Closed -$338K – 104
2025
Q4 		$338K Buy
512
+117
+30% +$78.1K 0.11% 76
2025
Q3 		$290K Hold
395
– – 0.11% 81
2025
Q2 		$292K Buy
+395
New +$244K 0.12% 75

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norris Financial Group's META Position: Q1 2026 in Review

Norris Financial Group sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 512 shares — an estimated $338K sold.

Norris Financial Group first reported a position in META in Q2 2025 and held it in 3 quarters. The position peaked at $338K in Q4 2025. 5,095 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Norris Financial Group reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Norris Financial Group sold 512 Meta Platforms (Facebook) shares in Q1 2026, an estimated $338K.
  • Norris Financial Group first reported a position in Meta Platforms (Facebook) in Q2 2025 and held it in 3 quarters.
  • Norris Financial Group's Meta Platforms (Facebook) position peaked at $338K in Q4 2025.
  • 5,095 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Norris Financial Group's 13F filing for Q1 2026, filed 20 May 2026.