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

Private 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 		$2.38M Sell
4,167
-4,906
-54% -$3.14M 0.18% 62
2025
Q4 		$5.99M Buy
9,073
+20
+0.2% +$13.4K 0.42% 39
2025
Q3 		$6.65M Buy
9,053
+803
+10% +$598K 0.47% 36
2025
Q2 		$6.09M Buy
8,250
+194
+2% +$120K 0.47% 38
2025
Q1 		$4.64M Sell
8,056
-2,584
-24% -$1.67M 0.38% 45
2024
Q4 		$6.23M Buy
10,640
+1,018
+11% +$598K 0.48% 37
2024
Q3 		$5.51M Buy
9,622
+2,454
+34% +$1.26M 0.44% 39
2024
Q2 		$3.61M Buy
7,168
+1,771
+33% +$861K 0.27% 48
2024
Q1 		$2.62M Sell
5,397
-517
-9% -$231K 0.21% 53
2023
Q4 		$2.09M Buy
5,914
+3,535
+149% +$1.15M 0.18% 58
2023
Q3 		$714K Buy
2,379
+115
+5% +$34.6K 0.07% 95
2023
Q2 		$650K Hold
2,264
– – 0.06% 98
2023
Q1 		$480K Buy
+2,264
New +$386K 0.05% 108
2022
Q3 		– Sell
-17,838
Closed -$2.88M – 79
2022
Q2 		$2.88M Sell
17,838
-12,090
-40% -$2.33M 0.33% 45
2022
Q1 		$6.66M Sell
29,928
-996
-3% -$249K 0.6% 38
2021
Q4 		$10.4M Sell
30,924
-2,441
-7% -$810K 0.88% 33
2021
Q3 		$11.3M Buy
33,365
+375
+1% +$135K 1.05% 31
2021
Q2 		$11.5M Buy
32,990
+415
+1% +$133K 1.06% 33
2021
Q1 		$9.59M Buy
32,575
+247
+0.8% +$66.5K 1.02% 32
2020
Q4 		$8.83M Buy
32,328
+3,144
+11% +$862K 0.96% 32
2020
Q3 		$7.64M Sell
29,184
-6,247
-18% -$1.61M 0.89% 33
2020
Q2 		$8.04M Buy
35,431
+1,595
+5% +$333K 1.1% 28
2020
Q1 		$5.64M Sell
33,836
-2,243
-6% -$439K 0.95% 28
2019
Q4 		$7.41M Buy
36,079
+1,865
+5% +$361K 1.01% 30
2019
Q3 		$6.09M Buy
34,214
+5,510
+19% +$1.05M 0.95% 29
2019
Q2 		$5.54M Buy
28,704
+7,210
+34% +$1.32M 0.85% 30
2019
Q1 		$3.58M Sell
21,494
-42,126
-66% -$6.7M 0.59% 41
2018
Q4 		$8.34M Sell
63,620
-12,932
-17% -$1.87M 1.61% 23
2018
Q3 		$12.6M Buy
76,552
+2,772
+4% +$502K 1.92% 16
2018
Q2 		$14.3M Buy
73,780
+4,689
+7% +$847K 2.41% 12
2018
Q1 		$11M Sell
69,091
-4,684
-6% -$841K 1.92% 16
2017
Q4 		$13M Buy
73,775
+2,094
+3% +$370K 2.41% 12
2017
Q3 		$12.2M Sell
71,681
-156
-0.2% -$26K 2.46% 13
2017
Q2 		$10.8M Sell
71,837
-3,122
-4% -$464K 2.36% 15
2017
Q1 		$10.6M Sell
74,959
-2,011
-3% -$269K 2.36% 16
2016
Q4 		$8.86M Buy
76,970
+7,085
+10% +$870K 2.1% 17
2016
Q3 		$8.96M Sell
69,885
-1,180
-2% -$146K 2.15% 16
2016
Q2 		$8.12M Buy
71,065
+2,145
+3% +$247K 1.95% 14
2016
Q1 		$7.86M Buy
68,920
+35,952
+109% +$3.79M 1.89% 15
2015
Q4 		$3.45M Buy
32,968
+4,580
+16% +$470K 0.81% 38
2015
Q3 		$2.55M Buy
28,388
+16,200
+133% +$1.49M 0.64% 43
2015
Q2 		$1.04M Buy
12,188
+1,738
+17% +$142K 0.24% 78
2015
Q1 		$859K Buy
+10,450
New +$819K 0.2% 89
2013
Q4 		– Sell
-15,750
Closed -$791K – 178
2013
Q3 		$791K Hold
15,750
– – 0.19% 102
2013
Q2 		$392K Buy
+15,750
New +$403K 0.1% 128

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

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

Private Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 54% in Q1 2026, selling an estimated $3.14M and leaving 4,167 shares worth $2.38M. The position accounts for 0.18% of the portfolio, ranked #62.

Private Wealth Partners first reported a position in META in Q2 2013 and has held it in 45 quarters since. The position peaked at $14.3M in Q2 2018. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Private Wealth Partners held 4,167 shares of Meta Platforms (Facebook) worth $2.38M as of Q1 2026.
  • Private Wealth Partners sold 4,906 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.14M.
  • Meta Platforms (Facebook) made up 0.18% of Private Wealth Partners's portfolio in Q1 2026, its #62 holding.
  • Private Wealth Partners first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 45 quarters since.
  • Private Wealth Partners's Meta Platforms (Facebook) position peaked at $14.3M in Q2 2018.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.