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

REDW 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 		$415K Sell
725
-60
-8% -$38.5K 0.17% 67
2025
Q4 		$518K Sell
785
-5
-0.6% -$3.34K 0.2% 62
2025
Q3 		$580K Buy
790
+81
+11% +$60.3K 0.22% 61
2025
Q2 		$523K Buy
709
+4
+0.6% +$2.47K 0.21% 55
2025
Q1 		$406K Sell
705
-435
-38% -$281K 0.15% 64
2024
Q4 		$667K Sell
1,140
-150
-12% -$88K 0.23% 54
2024
Q3 		$738K Sell
1,290
-311
-19% -$160K 0.19% 69
2024
Q2 		$807K Buy
1,601
+1
+0.1% +$486 0.21% 62
2024
Q1 		$777K Buy
1,600
+12
+0.8% +$5.35K 0.21% 64
2023
Q4 		$562K Hold
1,588
– – 0.16% 73
2023
Q3 		$477K Buy
1,588
+5
+0.3% +$1.51K 0.15% 82
2023
Q2 		$454K Buy
1,583
+438
+38% +$108K 0.14% 89
2023
Q1 		$243K Buy
+1,145
New +$195K 0.08% 124
2022
Q4 		– Sell
-2,143
Closed -$291K – 138
2022
Q3 		$291K Sell
2,143
-319
-13% -$51.7K 0.11% 90
2022
Q2 		$397K Buy
2,462
+193
+9% +$37.2K 0.15% 74
2022
Q1 		$505K Buy
2,269
+100
+5% +$25K 0.15% 65
2021
Q4 		$730K Sell
2,169
-182
-8% -$60.4K 0.21% 46
2021
Q3 		$798K Hold
2,351
– – 0.25% 41
2021
Q2 		$817K Hold
2,351
– – 0.26% 40
2021
Q1 		$692K Hold
2,351
– – 0.23% 44
2020
Q4 		$642K Sell
2,351
-75
-3% -$20.6K 0.24% 40
2020
Q3 		$635K Hold
2,426
– – 0.27% 38
2020
Q2 		$551K Sell
2,426
-71
-3% -$14.8K 0.27% 40
2020
Q1 		$416K Sell
2,497
-80
-3% -$15.7K 0.26% 40
2019
Q4 		$529K Sell
2,577
-150
-6% -$29.1K 0.29% 34
2019
Q3 		$486K Hold
2,727
– – 0.29% 35
2019
Q2 		$526K Buy
2,727
+440
+19% +$80.4K 0.31% 34
2019
Q1 		$381K Hold
2,287
– – 0.23% 47
2018
Q4 		$300K Sell
2,287
-170
-7% -$24.6K 0.21% 51
2018
Q3 		$404K Sell
2,457
-80
-3% -$14.5K 0.27% 42
2018
Q2 		$493K Sell
2,537
-130
-5% -$23.5K 0.35% 34
2018
Q1 		$426K Sell
2,667
-145
-5% -$26K 0.32% 41
2017
Q4 		$496K Buy
2,812
+50
+2% +$8.84K 0.39% 31
2017
Q3 		$472K Hold
2,762
– – 0.39% 29
2017
Q2 		$417K Hold
2,762
– – 0.41% 35
2017
Q1 		$392K Buy
2,762
+100
+4% +$13.4K 0.4% 35
2016
Q4 		$306K Buy
+2,662
New +$327K 0.35% 45

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

REDW Wealth's META Position: Q1 2026 in Review

REDW Wealth reduced its Meta Platforms (Facebook) (META) stake by 7.6% in Q1 2026, selling an estimated $38.5K and leaving 725 shares worth $415K. The position accounts for 0.17% of the portfolio, ranked #67.

REDW Wealth first reported a position in META in Q4 2016 and has held it in 37 quarters since. The position peaked at $817K in Q2 2021. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • REDW Wealth held 725 shares of Meta Platforms (Facebook) worth $415K as of Q1 2026.
  • REDW Wealth sold 60 Meta Platforms (Facebook) shares in Q1 2026, an estimated $38.5K.
  • Meta Platforms (Facebook) made up 0.17% of REDW Wealth's portfolio in Q1 2026, its #67 holding.
  • REDW Wealth first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 37 quarters since.
  • REDW Wealth's Meta Platforms (Facebook) position peaked at $817K in Q2 2021.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.