PRRFG
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Paul R. Ried Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Paul R. Ried Financial Group’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 		$373K Sell
662
-62
-9% -$37.9K 0.16% 35
2026
Q1 		$414K Buy
724
+24
+3% +$15.4K 0.19% 30
2025
Q4 		$462K Hold
700
– – 0.22% 26
2025
Q3 		$514K Hold
700
– – 0.26% 25
2025
Q2 		$517K Buy
700
+9
+1% +$5.56K 0.31% 25
2025
Q1 		$398K Buy
691
+101
+17% +$65.2K 0.28% 24
2024
Q4 		$345K Buy
+590
New +$346K 0.24% 24

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

Paul R. Ried Financial Group's META Position: Q2 2026 in Review

Paul R. Ried Financial Group reduced its Meta Platforms (Facebook) (META) stake by 8.6% in Q2 2026, selling an estimated $37.9K and leaving 662 shares worth $373K. The position accounts for 0.16% of the portfolio, ranked #35.

Paul R. Ried Financial Group first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Paul R. Ried Financial Group held 662 shares of Meta Platforms (Facebook) worth $373K as of Q2 2026.
  • Paul R. Ried Financial Group sold 62 Meta Platforms (Facebook) shares in Q2 2026, an estimated $37.9K.
  • Meta Platforms (Facebook) made up 0.16% of Paul R. Ried Financial Group's portfolio in Q2 2026, its #35 holding.
  • Paul R. Ried Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Paul R. Ried Financial Group's Meta Platforms (Facebook) position peaked at $517K in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Paul R. Ried Financial Group's 13F filing for Q2 2026, filed 7 Jul 2026.