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

Perfromance 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 		$6.84M Sell
12,137
-64,559
-84% -$39.5M 0.17% 30
2026
Q1 		$43.9M Sell
76,696
-2,075
-3% -$1.33M 1.27% 14
2025
Q4 		$52M Sell
78,771
-758
-1% -$506K 1.41% 15
2025
Q3 		$58.4M Buy
79,529
+9,602
+14% +$7.15M 1.63% 13
2025
Q2 		$51.6M Buy
69,927
+609
+0.9% +$376K 1.65% 12
2025
Q1 		$40M Buy
69,318
+9,893
+17% +$6.38M 1.43% 12
2024
Q4 		$34.8M Buy
59,425
+1,307
+2% +$767K 1.12% 15
2024
Q3 		$33.3M Buy
58,118
+51,405
+766% +$26.5M 1.15% 13
2024
Q2 		$3.38M Buy
6,713
+3,494
+109% +$1.7M 0.12% 30
2024
Q1 		$1.56M Buy
3,219
+130
+4% +$58K 0.07% 56
2023
Q4 		$1.09M Sell
3,089
-6
-0.2% -$1.95K 0.05% 70
2023
Q3 		$929K Buy
3,095
+95
+3% +$28.6K 0.05% 76
2023
Q2 		$883K Buy
3,000
+1,000
+50% +$247K 0.04% 84
2023
Q1 		$424K Buy
+2,000
New +$341K 0.02% 121
2022
Q3 		– Sell
-1,309
Closed -$211K – 172
2022
Q2 		$211K Buy
+1,309
New +$253K 0.01% 159
2022
Q1 		– Sell
-90,685
Closed -$30.5M – 185
2021
Q4 		$30.5M Buy
+90,685
New +$30.1M 1.23% 15

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

Perfromance Wealth Partners's META Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 84% in Q2 2026, selling an estimated $39.5M and leaving 12,137 shares worth $6.84M. The position accounts for 0.17% of the portfolio, ranked #30.

Perfromance Wealth Partners first reported a position in META in Q4 2021 and has held it in 16 quarters since. The position peaked at $58.4M in Q3 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Perfromance Wealth Partners held 12,137 shares of Meta Platforms (Facebook) worth $6.84M as of Q2 2026.
  • Perfromance Wealth Partners sold 64,559 Meta Platforms (Facebook) shares in Q2 2026, an estimated $39.5M.
  • Meta Platforms (Facebook) made up 0.17% of Perfromance Wealth Partners's portfolio in Q2 2026, its #30 holding.
  • Perfromance Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 16 quarters since.
  • Perfromance Wealth Partners's Meta Platforms (Facebook) position peaked at $58.4M in Q3 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.