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

Potentia Wealth’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 		$2.08M Sell
3,701
-3,122
-46% -$1.91M 0.85% 20
2026
Q1 		$3.9M Sell
6,823
-785
-10% -$503K 1.51% 14
2025
Q4 		$5.02M Buy
7,608
+909
+14% +$607K 1.84% 12
2025
Q3 		$4.92M Buy
6,699
+259
+4% +$193K 1.88% 14
2025
Q2 		$4.75M Buy
6,440
+2,174
+51% +$1.34M 2.71% 9
2025
Q1 		$2.46M Sell
4,266
-636
-13% -$410K 1.15% 19
2024
Q4 		$2.87M Buy
+4,902
New +$2.88M 1.28% 21

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

Potentia Wealth's META Position: Q2 2026 in Review

Potentia Wealth reduced its Meta Platforms (Facebook) (META) stake by 46% in Q2 2026, selling an estimated $1.91M and leaving 3,701 shares worth $2.08M. The position accounts for 0.85% of the portfolio, ranked #20.

Potentia Wealth first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.02M in Q4 2025. 5,080 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Potentia Wealth held 3,701 shares of Meta Platforms (Facebook) worth $2.08M as of Q2 2026.
  • Potentia Wealth sold 3,122 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.91M.
  • Meta Platforms (Facebook) made up 0.85% of Potentia Wealth's portfolio in Q2 2026, its #20 holding.
  • Potentia Wealth first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Potentia Wealth's Meta Platforms (Facebook) position peaked at $5.02M in Q4 2025.
  • 5,080 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.