OF
META icon

Optimize Financial’s Meta Platforms (Facebook) META Stock Holding History

Optimize Financial’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
-2,008
Closed -$1.33M – 397
2025
Q4 		$1.33M Buy
2,008
+22
+1% +$14.7K 0.67% 29
2025
Q3 		$1.46M Sell
1,986
-133
-6% -$99K 0.76% 27
2025
Q2 		$1.56M Sell
2,119
-14
-0.7% -$8.65K 0.96% 37
2025
Q1 		$1.23M Buy
2,133
+188
+10% +$121K 0.89% 39
2024
Q4 		$1.14M Buy
+1,945
New +$1.14M 0.85% 31

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

Optimize Financial's META Position: Q1 2026 in Review

Optimize Financial sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 2,008 shares — an estimated $1.33M sold.

Optimize Financial first reported a position in META in Q4 2024 and held it in 5 quarters. The position peaked at $1.56M in Q2 2025. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Optimize Financial reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 2,008 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.33M.
  • Optimize Financial first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's Meta Platforms (Facebook) position peaked at $1.56M in Q2 2025.
  • 5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.