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Shira Ridge Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Shira Ridge 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
2026
Q2 		$1.07M Sell
1,900
-44
-2% -$26.9K 0.37% 32
2026
Q1 		$1.11M Sell
1,944
-55
-3% -$35.2K 0.44% 31
2025
Q4 		$1.32M Buy
1,999
+104
+5% +$69.4K 0.53% 30
2025
Q3 		$1.39M Buy
1,895
+7
+0.4% +$5.21K 0.59% 30
2025
Q2 		$1.39M Buy
1,888
+83
+5% +$51.3K 0.64% 29
2025
Q1 		$1.04M Sell
1,805
-28
-2% -$18.1K 0.52% 32
2024
Q4 		$1.07M Buy
1,833
+85
+5% +$49.9K 0.53% 30
2024
Q3 		$1M Sell
1,748
-59
-3% -$30.4K 0.51% 31
2024
Q2 		$911K Buy
1,807
+546
+43% +$265K 0.51% 31
2024
Q1 		$612K Hold
1,261
– – 0.35% 46
2023
Q4 		$446K Buy
1,261
+102
+9% +$33.2K 0.27% 51
2023
Q3 		$348K Buy
1,159
+3
+0.3% +$904 0.23% 55
2023
Q2 		$332K Buy
1,156
+179
+18% +$44.2K 0.21% 55
2023
Q1 		$207K Buy
+977
New +$166K 0.14% 63

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 $3.37T AUM 44.26% 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

Shira Ridge Wealth Management's META Position: Q2 2026 in Review

Shira Ridge Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.3% in Q2 2026, selling an estimated $26.9K and leaving 1,900 shares worth $1.07M. The position accounts for 0.37% of the portfolio, ranked #32.

Shira Ridge Wealth Management first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.39M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Shira Ridge Wealth Management held 1,900 shares of Meta Platforms (Facebook) worth $1.07M as of Q2 2026.
  • Shira Ridge Wealth Management sold 44 Meta Platforms (Facebook) shares in Q2 2026, an estimated $26.9K.
  • Meta Platforms (Facebook) made up 0.37% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Shira Ridge Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Shira Ridge Wealth Management's Meta Platforms (Facebook) position peaked at $1.39M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.