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

Omnitrust 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 		$781K Sell
1,365
-342
-20% -$219K 1.01% 20
2025
Q4 		$1.13M Buy
+1,707
New +$1.14M 1.43% 19
2025
Q2 		$958K Buy
+1,700
New +$1.05M 1.13% 19

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

Omnitrust Wealth Management's META Position: Q1 2026 in Review

Omnitrust Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 20% in Q1 2026, selling an estimated $219K and leaving 1,365 shares worth $781K. The position accounts for 1.01% of the portfolio, ranked #20.

Omnitrust Wealth Management first reported a position in META in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q4 2025. 5,093 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Omnitrust Wealth Management held 1,365 shares of Meta Platforms (Facebook) worth $781K as of Q1 2026.
  • Omnitrust Wealth Management sold 342 Meta Platforms (Facebook) shares in Q1 2026, an estimated $219K.
  • Meta Platforms (Facebook) made up 1.01% of Omnitrust Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Omnitrust Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's Meta Platforms (Facebook) position peaked at $1.13M in Q4 2025.
  • 5,093 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.