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

Ritholtz 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
2021
Q1 		– Sell
-200
Closed -$10K – 489
2020
Q4 		$10K Buy
+200
New +$54.8K ﹤0.01% 408
2020
Q3 		– Sell
-300
Closed -$14K – 339
2020
Q2 		$14K Buy
+300
New +$62.6K ﹤0.01% 290

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 $3.38T AUM 44.17% 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

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

Ritholtz Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.04% in Q2 2026, selling an estimated $9.17K and leaving 41,011 shares worth $23.1M. The position accounts for 0.34% of the portfolio, ranked #40.

Ritholtz Wealth Management first reported a position in META in Q2 2017 and has held it in 37 quarters since. The position peaked at $28M in Q3 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Ritholtz Wealth Management held 41,011 shares of Meta Platforms (Facebook) worth $23.1M as of Q2 2026.
  • Ritholtz Wealth Management sold 15 Meta Platforms (Facebook) shares in Q2 2026, an estimated $9.17K.
  • Meta Platforms (Facebook) made up 0.34% of Ritholtz Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Ritholtz Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 37 quarters since.
  • Ritholtz Wealth Management's Meta Platforms (Facebook) position peaked at $28M in Q3 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.