SHF
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Safe Harbor Fiduciary’s Meta Platforms (Facebook) META Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-63
Closed -$41.6K – 131
2025
Q4 		$41.6K Buy
+63
New +$42.1K 0.04% 103
2025
Q2 		$46.5K Hold
63
– – 0.04% 116
2025
Q1 		$36.3K Hold
63
– – 0.04% 108
2024
Q4 		$36.9K Hold
63
– – 0.04% 107
2024
Q3 		$36.1K Buy
+63
New +$32.4K 0.03% 106

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

Safe Harbor Fiduciary's META Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 63 shares — an estimated $41.6K sold.

Safe Harbor Fiduciary first reported a position in META in Q3 2024 and held it in 5 quarters. The position peaked at $46.5K in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 63 Meta Platforms (Facebook) shares in Q1 2026, an estimated $41.6K.
  • Safe Harbor Fiduciary first reported a position in Meta Platforms (Facebook) in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's Meta Platforms (Facebook) position peaked at $46.5K in Q2 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.