Ritter Daniher Financial Advisory’s Meta Platforms (Facebook) META Stock Holding History

Ritter Daniher Financial Advisory’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	$1.88M	Sell	3,341 -27	-0.8%	-$16.5K	0.29%	38
2026 Q1	$1.93M	Sell	3,368 -33	-1%	-$21.1K	0.33%	37
2025 Q4	$2.24M	Sell	3,401 -110	-3%	-$73.5K	0.38%	35
2025 Q3	$2.58M	Buy	3,511 +3,033	+635%	+$2.26M	0.45%	31
2025 Q2	$353K	Sell	478 -56	-10%	-$34.6K	0.09%	65
2025 Q1	$308K	Buy	534 +64	+14%	+$41.3K	0.08%	70
2024 Q4	$275K	Hold	470	–	–	0.08%	73
2024 Q3	$269K	Hold	470	–	–	0.08%	72
2024 Q2	$237K	Hold	470	–	–	0.08%	72
2024 Q1	$228K	Hold	470	–	–	0.08%	73
2023 Q4	$166K	Hold	470	–	–	0.06%	81
2023 Q3	$141K	Buy	+470	New	+$142K	0.06%	83
2021 Q4	–	Sell	-265	Closed	-$90K	–	245
2021 Q3	$90K	Buy	265 +165	+165%	+$59.4K	0.07%	88
2021 Q2	$35K	Hold	100	–	–	0.03%	116
2021 Q1	$29K	Hold	100	–	–	0.02%	116
2020 Q4	$27K	Buy	+100	New	+$27.4K	0.02%	113

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ritter Daniher Financial Advisory's META Position: Q2 2026 in Review

Ritter Daniher Financial Advisory reduced its Meta Platforms (Facebook) (META) stake by 0.8% in Q2 2026, selling an estimated $16.5K and leaving 3,341 shares worth $1.88M. The position accounts for 0.29% of the portfolio, ranked #38.

Ritter Daniher Financial Advisory first reported a position in META in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.58M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Ritter Daniher Financial Advisory held 3,341 shares of Meta Platforms (Facebook) worth $1.88M as of Q2 2026.
Ritter Daniher Financial Advisory sold 27 Meta Platforms (Facebook) shares in Q2 2026, an estimated $16.5K.
Meta Platforms (Facebook) made up 0.29% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #38 holding.
Ritter Daniher Financial Advisory first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 16 quarters since.
Ritter Daniher Financial Advisory's Meta Platforms (Facebook) position peaked at $2.58M in Q3 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.