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Oak Harbor Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-2,150
Closed -$1.23M – 265
2026
Q1 		$1.23M Buy
2,150
+93
+5% +$59.6K 0.29% 82
2025
Q4 		$1.36M Buy
2,057
+108
+6% +$72.1K 0.33% 74
2025
Q3 		$1.43M Sell
1,949
-18
-0.9% -$13.4K 0.35% 67
2025
Q2 		$1.45M Buy
1,967
+218
+12% +$135K 0.39% 61
2025
Q1 		$1.01M Sell
1,749
-134
-7% -$86.5K 0.29% 76
2024
Q4 		$1.1M Sell
1,883
-61
-3% -$35.8K 0.32% 75
2024
Q3 		$1.11M Buy
1,944
+34
+2% +$17.5K 0.32% 80
2024
Q2 		$963K Buy
1,910
+31
+2% +$15.1K 0.3% 78
2024
Q1 		$912K Sell
1,879
-92
-5% -$41K 0.28% 79
2023
Q4 		$698K Sell
1,971
-412
-17% -$134K 0.23% 91
2023
Q3 		$715K Buy
2,383
+205
+9% +$61.8K 0.25% 87
2023
Q2 		$625K Sell
2,178
-74
-3% -$18.3K 0.21% 100
2023
Q1 		$477K Buy
+2,252
New +$384K 0.17% 114
2022
Q1 		– Sell
-661
Closed -$222K – 238
2021
Q4 		$222K Buy
+661
New +$219K 0.08% 159

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Oak Harbor Wealth Partners's META Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 2,150 shares — an estimated $1.23M sold.

Oak Harbor Wealth Partners first reported a position in META in Q4 2021 and held it in 14 quarters. The position peaked at $1.45M in Q2 2025. 5,050 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 2,150 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.23M.
  • Oak Harbor Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 14 quarters.
  • Oak Harbor Wealth Partners's Meta Platforms (Facebook) position peaked at $1.45M in Q2 2025.
  • 5,050 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.