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

Refined Wealth Management’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 		$323K Hold
574
– – 0.2% 36
2026
Q1 		$328K Sell
574
-161
-22% -$103K 0.21% 33
2025
Q4 		$485K Buy
735
+367
+100% +$245K 0.33% 28
2025
Q3 		$270K Hold
368
– – 0.17% 28
2025
Q2 		$272K Buy
+368
New +$227K 0.19% 24

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

Refined Wealth Management's META Position: Q2 2026 in Review

Refined Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 574 shares worth $323K. The position accounts for 0.2% of the portfolio, ranked #36.

Refined Wealth Management first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $485K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Refined Wealth Management held 574 shares of Meta Platforms (Facebook) worth $323K as of Q2 2026.
  • Refined Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.2% of Refined Wealth Management's portfolio in Q2 2026, its #36 holding.
  • Refined Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • Refined Wealth Management's Meta Platforms (Facebook) position peaked at $485K in Q4 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Refined Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.