Sard Wealth Management Group’s Meta Platforms (Facebook) META Stock Holding History

Sard Wealth Management Group’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	$534K	Buy	934 +201	+27%	+$129K	0.29%	32
2025 Q4	$484K	Buy	733 +8	+1%	+$5.34K	0.27%	34
2025 Q3	$532K	Buy	725 +6	+0.8%	+$4.47K	0.3%	31
2025 Q2	$530K	Buy	719 +21	+3%	+$13K	0.33%	28
2025 Q1	$402K	Sell	698 -10	-1%	-$6.45K	0.27%	30
2024 Q4	$414K	Buy	708 +1	+0.1%	+$587	0.28%	28
2024 Q3	$405K	Sell	707 -1	-0.1%	-$515	0.27%	29
2024 Q2	$357K	Buy	708 +182	+35%	+$88.5K	0.25%	32
2024 Q1	$256K	Buy	+526	New	+$235K	0.23%	36

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sard Wealth Management Group's META Position: Q1 2026 in Review

Sard Wealth Management Group increased its Meta Platforms (Facebook) (META) stake by 27% in Q1 2026, buying an estimated $129K and bringing the position to 934 shares worth $534K. The position accounts for 0.29% of the portfolio, ranked #32.

Sard Wealth Management Group first reported a position in META in Q1 2024 and has held it in 9 quarters since. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Sard Wealth Management Group held 934 shares of Meta Platforms (Facebook) worth $534K as of Q1 2026.
Sard Wealth Management Group bought 201 Meta Platforms (Facebook) shares in Q1 2026, an estimated $129K.
Meta Platforms (Facebook) made up 0.29% of Sard Wealth Management Group's portfolio in Q1 2026, its #32 holding.
Sard Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.