North Berkeley Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

North Berkeley Wealth Management’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 Q2	$235K	Buy	418 +10	+2%	+$6.12K	0.1%	72
2026 Q1	$233K	Sell	408 -15	-4%	-$9.61K	0.12%	70
2025 Q4	$279K	Buy	423 +15	+4%	+$10K	0.16%	66
2025 Q3	$300K	Hold	408	–	–	0.24%	54
2025 Q2	$301K	Buy	+408	New	+$252K	0.28%	53

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

North Berkeley Wealth Management's META Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.5% in Q2 2026, buying an estimated $6.12K and bringing the position to 418 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #72.

North Berkeley Wealth Management first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $301K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

North Berkeley Wealth Management held 418 shares of Meta Platforms (Facebook) worth $235K as of Q2 2026.
North Berkeley Wealth Management bought 10 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.12K.
Meta Platforms (Facebook) made up 0.1% of North Berkeley Wealth Management's portfolio in Q2 2026, its #72 holding.
North Berkeley Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
North Berkeley Wealth Management's Meta Platforms (Facebook) position peaked at $301K in Q2 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.