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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
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 $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

Potentia Wealth's META Position: Q1 2026 in Review

Potentia Wealth reduced its Meta Platforms (Facebook) (META) stake by 10% in Q1 2026, selling an estimated $503K and leaving 6,823 shares worth $3.9M. The position accounts for 1.51% of the portfolio, ranked #14.

Potentia Wealth first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.02M in Q4 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Potentia Wealth held 6,823 shares of Meta Platforms (Facebook) worth $3.9M as of Q1 2026.
  • Potentia Wealth sold 785 Meta Platforms (Facebook) shares in Q1 2026, an estimated $503K.
  • Meta Platforms (Facebook) made up 1.51% of Potentia Wealth's portfolio in Q1 2026, its #14 holding.
  • Potentia Wealth first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Potentia Wealth's Meta Platforms (Facebook) position peaked at $5.02M in Q4 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.