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Ridgewood Investments’s Meta Platforms (Facebook) META Stock Holding History

Ridgewood Investments’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 		$3.24M Buy
5,753
+295
+5% +$180K 1.21% 14
2026
Q1 		$3.12M Buy
+5,458
New +$3.5M 1.28% 13
2025
Q3 		$2.94M Buy
4,008
+96
+2% +$71.5K 1.24% 12
2025
Q2 		$2.89M Buy
3,912
+782
+25% +$483K 1.25% 12
2025
Q1 		$1.8M Buy
3,130
+305
+11% +$197K 0.84% 20
2024
Q4 		$1.65M Hold
2,825
– – 0.8% 25
2024
Q3 		$1.62M Sell
2,825
-128
-4% -$65.9K 0.81% 25
2024
Q2 		$1.49M Sell
2,953
-202
-6% -$98.2K 0.74% 28
2024
Q1 		$1.53M Sell
3,155
-936
-23% -$418K 0.81% 31
2023
Q4 		$1.45M Sell
4,091
-606
-13% -$197K 0.86% 26
2023
Q3 		$1.41M Sell
4,697
-121
-3% -$36.5K 0.93% 23
2023
Q2 		$1.38M Sell
4,818
-1,193
-20% -$294K 0.79% 24
2023
Q1 		$1.27M Sell
6,011
-146
-2% -$24.9K 0.78% 25
2022
Q4 		$741K Buy
6,157
+1,616
+36% +$190K 0.53% 57
2022
Q3 		$616K Buy
4,541
+741
+20% +$120K 0.51% 60
2022
Q2 		$613K Buy
3,800
+384
+11% +$74.1K 0.48% 67
2022
Q1 		$760K Buy
3,416
+1,819
+114% +$455K 0.5% 62
2021
Q4 		$537K Buy
1,597
+8
+0.5% +$2.66K 0.34% 103
2021
Q3 		$539K Buy
1,589
+34
+2% +$12.2K 0.37% 94
2021
Q2 		$541K Sell
1,555
-391
-20% -$125K 0.35% 102
2021
Q1 		$573K Buy
1,946
+158
+9% +$42.5K 0.35% 97
2020
Q4 		$468K Hold
1,788
– – 0.37% 92
2020
Q3 		$468K Buy
1,788
+135
+8% +$34.8K 0.37% 93
2020
Q2 		$375K Buy
+1,653
New +$345K 0.31% 111
2020
Q1 		– Sell
-985
Closed -$202K – 184
2019
Q4 		$202K Buy
+985
New +$191K 0.14% 174

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

Ridgewood Investments's META Position: Q2 2026 in Review

Ridgewood Investments increased its Meta Platforms (Facebook) (META) stake by 5.4% in Q2 2026, buying an estimated $180K and bringing the position to 5,753 shares worth $3.24M. The position accounts for 1.21% of the portfolio, ranked #14.

Ridgewood Investments first reported a position in META in Q4 2019 and has held it in 25 quarters since. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Ridgewood Investments held 5,753 shares of Meta Platforms (Facebook) worth $3.24M as of Q2 2026.
  • Ridgewood Investments bought 295 Meta Platforms (Facebook) shares in Q2 2026, an estimated $180K.
  • Meta Platforms (Facebook) made up 1.21% of Ridgewood Investments's portfolio in Q2 2026, its #14 holding.
  • Ridgewood Investments first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 25 quarters since.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.