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Novak & Powell Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Novak & Powell Financial Services’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
-322
Closed -$213K – 167
2025
Q4 		$213K Buy
322
+5
+2% +$3.34K 0.11% 151
2025
Q3 		$233K Buy
+317
New +$236K 0.12% 146

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

Novak & Powell Financial Services's META Position: Q1 2026 in Review

Novak & Powell Financial Services sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 322 shares — an estimated $213K sold.

Novak & Powell Financial Services first reported a position in META in Q3 2025 and held it in 2 quarters. The position peaked at $233K in Q3 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Novak & Powell Financial Services reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Novak & Powell Financial Services sold 322 Meta Platforms (Facebook) shares in Q1 2026, an estimated $213K.
  • Novak & Powell Financial Services first reported a position in Meta Platforms (Facebook) in Q3 2025 and held it in 2 quarters.
  • Novak & Powell Financial Services's Meta Platforms (Facebook) position peaked at $233K in Q3 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.