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

Opes 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 		$960K Buy
1,678
+14
+0.8% +$8.97K 0.16% 74
2025
Q4 		$1.1M Buy
1,664
+38
+2% +$25.4K 0.18% 70
2025
Q3 		$1.19M Buy
1,626
+443
+37% +$330K 0.21% 64
2025
Q2 		$873K Buy
1,183
+45
+4% +$27.8K 0.16% 78
2025
Q1 		$656K Sell
1,138
-17
-1% -$11K 0.13% 79
2024
Q4 		$676K Buy
1,155
+53
+5% +$31.1K 0.14% 71
2024
Q3 		$631K Sell
1,102
-50
-4% -$25.7K 0.12% 72
2024
Q2 		$581K Buy
1,152
+50
+5% +$24.3K 0.12% 73
2024
Q1 		$535K Sell
1,102
-21
-2% -$9.37K 0.12% 80
2023
Q4 		$397K Buy
1,123
+108
+11% +$35.2K 0.1% 92
2023
Q3 		$305K Sell
1,015
-56
-5% -$16.9K 0.08% 98
2023
Q2 		$307K Buy
+1,071
New +$264K 0.09% 101
2022
Q2 		– Sell
-1,011
Closed -$225K – 100
2022
Q1 		$225K Buy
1,011
+50
+5% +$12.5K 0.07% 96
2021
Q4 		$323K Buy
961
+169
+21% +$56.1K 0.1% 85
2021
Q3 		$269K Sell
792
-200
-20% -$72K 0.1% 83
2021
Q2 		$345K Sell
992
-220
-18% -$70.6K 0.13% 68
2021
Q1 		$357K Buy
1,212
+218
+22% +$58.7K 0.14% 64
2020
Q4 		$272K Sell
994
-225
-18% -$61.7K 0.13% 69
2020
Q3 		$319K Buy
1,219
+7
+0.6% +$1.8K 0.15% 58
2020
Q2 		$275K Buy
+1,212
New +$253K 0.14% 60
2020
Q1 		– Sell
-987
Closed -$203K – 53
2019
Q4 		$203K Buy
+987
New +$191K 0.12% 50
2019
Q3 		– Sell
-1,290
Closed -$249K – 53
2019
Q2 		$249K Buy
+1,290
New +$236K 0.17% 42

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

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

Opes Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.84% in Q1 2026, buying an estimated $8.97K and bringing the position to 1,678 shares worth $960K. The position accounts for 0.16% of the portfolio, ranked #74.

Opes Wealth Management first reported a position in META in Q2 2019 and has held it in 22 quarters since. The position peaked at $1.19M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Opes Wealth Management held 1,678 shares of Meta Platforms (Facebook) worth $960K as of Q1 2026.
  • Opes Wealth Management bought 14 Meta Platforms (Facebook) shares in Q1 2026, an estimated $8.97K.
  • Meta Platforms (Facebook) made up 0.16% of Opes Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Opes Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 22 quarters since.
  • Opes Wealth Management's Meta Platforms (Facebook) position peaked at $1.19M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.