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Redwood Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Redwood Wealth Management Group’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 		$1.35M Sell
2,362
-265
-10% -$170K 0.58% 45
2025
Q4 		$1.73M Buy
2,627
+156
+6% +$104K 0.73% 37
2025
Q3 		$1.81M Buy
2,471
+37
+2% +$27.5K 0.77% 35
2025
Q2 		$1.8M Buy
2,434
+19
+0.8% +$11.7K 0.81% 34
2025
Q1 		$1.39M Buy
2,415
+167
+7% +$108K 0.71% 40
2024
Q4 		$1.31M Buy
2,248
+318
+16% +$187K 0.64% 40
2024
Q3 		$1.1M Buy
1,930
+326
+20% +$168K 0.55% 44
2024
Q2 		$809K Buy
1,604
+479
+43% +$233K 0.61% 31
2024
Q1 		$546K Buy
1,125
+26
+2% +$11.6K 0.58% 49
2023
Q4 		$389K Sell
1,099
-665
-38% -$217K 0.43% 71
2023
Q3 		$530K Buy
1,764
+315
+22% +$94.9K 0.62% 48
2023
Q2 		$416K Buy
1,449
+10
+0.7% +$2.47K 0.46% 65
2023
Q1 		$305K Buy
+1,439
New +$245K 0.35% 85

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

Redwood Wealth Management Group's META Position: Q1 2026 in Review

Redwood Wealth Management Group reduced its Meta Platforms (Facebook) (META) stake by 10% in Q1 2026, selling an estimated $170K and leaving 2,362 shares worth $1.35M. The position accounts for 0.58% of the portfolio, ranked #45.

Redwood Wealth Management Group first reported a position in META in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.81M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Redwood Wealth Management Group held 2,362 shares of Meta Platforms (Facebook) worth $1.35M as of Q1 2026.
  • Redwood Wealth Management Group sold 265 Meta Platforms (Facebook) shares in Q1 2026, an estimated $170K.
  • Meta Platforms (Facebook) made up 0.58% of Redwood Wealth Management Group's portfolio in Q1 2026, its #45 holding.
  • Redwood Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 13 quarters since.
  • Redwood Wealth Management Group's Meta Platforms (Facebook) position peaked at $1.81M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.