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

Proactive Wealth Strategies’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	$5.52M	Buy	9,646 +7,419	+333%	+$4.75M	1.04%	32
2025 Q4	$1.47M	Buy	2,227 +417	+23%	+$278K	0.58%	54
2025 Q3	$1.33M	Buy	1,810 +1	+0.1%	+$744	0.57%	58
2025 Q2	$1.33M	Sell	1,809 -49	-3%	-$30.3K	0.63%	55
2025 Q1	$1.07M	Sell	1,858 -391	-17%	-$252K	0.57%	58
2024 Q4	$1.32M	Buy	2,249 +240	+12%	+$141K	0.69%	50
2024 Q3	$1.15M	Buy	+2,009	New	+$1.03M	0.64%	49

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Proactive Wealth Strategies's META Position: Q1 2026 in Review

Proactive Wealth Strategies increased its Meta Platforms (Facebook) (META) stake by 333% in Q1 2026, buying an estimated $4.75M and bringing the position to 9,646 shares worth $5.52M. The position accounts for 1.04% of the portfolio, ranked #32.

Proactive Wealth Strategies first reported a position in META in Q3 2024 and has held it in 7 quarters since. 5,077 funds tracked by Wall St. Rank hold META as of Q1 2026.

Proactive Wealth Strategies held 9,646 shares of Meta Platforms (Facebook) worth $5.52M as of Q1 2026.
Proactive Wealth Strategies bought 7,419 Meta Platforms (Facebook) shares in Q1 2026, an estimated $4.75M.
Meta Platforms (Facebook) made up 1.04% of Proactive Wealth Strategies's portfolio in Q1 2026, its #32 holding.
Proactive Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 7 quarters since.
5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.