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 $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

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

Ritholtz Wealth Management increased its Meta Platforms (Facebook) (META) stake by 12% in Q1 2026, buying an estimated $2.84M and bringing the position to 41,026 shares worth $23.5M. The position accounts for 0.41% of the portfolio, ranked #33.

Ritholtz Wealth Management first reported a position in META in Q2 2017 and has held it in 36 quarters since. The position peaked at $28M in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Ritholtz Wealth Management held 41,026 shares of Meta Platforms (Facebook) worth $23.5M as of Q1 2026.
  • Ritholtz Wealth Management bought 4,424 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.84M.
  • Meta Platforms (Facebook) made up 0.41% of Ritholtz Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Ritholtz Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 36 quarters since.
  • Ritholtz Wealth Management's Meta Platforms (Facebook) position peaked at $28M in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.