RWM
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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
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 $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

Refined Wealth Management's META Position: Q1 2026 in Review

Refined Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 22% in Q1 2026, selling an estimated $103K and leaving 574 shares worth $328K. The position accounts for 0.21% of the portfolio, ranked #33.

Refined Wealth Management first reported a position in META in Q2 2025 and has held it in 4 quarters since. The position peaked at $485K in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Refined Wealth Management held 574 shares of Meta Platforms (Facebook) worth $328K as of Q1 2026.
  • Refined Wealth Management sold 161 Meta Platforms (Facebook) shares in Q1 2026, an estimated $103K.
  • Meta Platforms (Facebook) made up 0.21% of Refined Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Refined Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
  • Refined Wealth Management's Meta Platforms (Facebook) position peaked at $485K in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.