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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
Q2 		– Sell
-2,362
Closed -$1.35M – 68
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Redwood Wealth Management Group's META Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 2,362 shares — an estimated $1.35M sold.

Redwood Wealth Management Group first reported a position in META in Q1 2023 and held it in 13 quarters. The position peaked at $1.81M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 2,362 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.35M.
  • Redwood Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q1 2023 and held it in 13 quarters.
  • Redwood Wealth Management Group's Meta Platforms (Facebook) position peaked at $1.81M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.