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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
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 $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

Perfromance Wealth Partners's META Position: Q1 2026 in Review

Perfromance Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 2.6% in Q1 2026, selling an estimated $1.33M and leaving 76,696 shares worth $43.9M. The position accounts for 1.27% of the portfolio, ranked #14.

Perfromance Wealth Partners first reported a position in META in Q4 2021 and has held it in 15 quarters since. The position peaked at $58.4M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Perfromance Wealth Partners held 76,696 shares of Meta Platforms (Facebook) worth $43.9M as of Q1 2026.
  • Perfromance Wealth Partners sold 2,075 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.33M.
  • Meta Platforms (Facebook) made up 1.27% of Perfromance Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Perfromance Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • Perfromance Wealth Partners's Meta Platforms (Facebook) position peaked at $58.4M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.