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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

North Berkeley Wealth Management's META Position: Q1 2026 in Review

North Berkeley Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 3.5% in Q1 2026, selling an estimated $9.61K and leaving 408 shares worth $233K. The position accounts for 0.12% of the portfolio, ranked #70.

North Berkeley Wealth Management first reported a position in META in Q2 2025 and has held it in 4 quarters since. The position peaked at $301K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • North Berkeley Wealth Management held 408 shares of Meta Platforms (Facebook) worth $233K as of Q1 2026.
  • North Berkeley Wealth Management sold 15 Meta Platforms (Facebook) shares in Q1 2026, an estimated $9.61K.
  • Meta Platforms (Facebook) made up 0.12% of North Berkeley Wealth Management's portfolio in Q1 2026, its #70 holding.
  • North Berkeley Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
  • North Berkeley Wealth Management's Meta Platforms (Facebook) position peaked at $301K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.