ShoreHaven Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

ShoreHaven Wealth Partners’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	-315	Closed	-$209K	–	112
2025 Q4	$209K	Buy	315 +40	+15%	+$26.7K	0.07%	103
2025 Q3	$202K	Sell	275 -33	-11%	-$24.6K	0.07%	100
2025 Q2	$228K	Buy	+308	New	+$190K	0.09%	88
2024 Q3	–	Sell	-747	Closed	-$376K	–	87
2024 Q2	$376K	Buy	747 +36	+5%	+$17.5K	0.2%	58
2024 Q1	$346K	Sell	711 -33	-4%	-$14.7K	0.19%	62
2023 Q4	$263K	Buy	744 +7	+0.9%	+$2.28K	0.16%	68
2023 Q3	$221K	Buy	737 +14	+2%	+$4.22K	0.15%	67
2023 Q2	$207K	Buy	+723	New	+$178K	0.14%	66
2022 Q1	–	Sell	-657	Closed	-$220K	–	69
2021 Q4	$220K	Hold	657	–	–	0.11%	47
2021 Q3	$222K	Sell	657 -63	-9%	-$22.7K	0.12%	44
2021 Q2	$250K	Hold	720	–	–	0.13%	45
2021 Q1	$212K	Sell	720 -100	-12%	-$26.9K	0.11%	50
2020 Q4	$224K	Buy	+820	New	+$225K	0.13%	48

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ShoreHaven Wealth Partners's META Position: Q1 2026 in Review

ShoreHaven Wealth Partners sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 315 shares — an estimated $209K sold.

ShoreHaven Wealth Partners first reported a position in META in Q4 2020 and held it in 13 quarters. The position peaked at $376K in Q2 2024. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

ShoreHaven Wealth Partners reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
ShoreHaven Wealth Partners sold 315 Meta Platforms (Facebook) shares in Q1 2026, an estimated $209K.
ShoreHaven Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 13 quarters.
ShoreHaven Wealth Partners's Meta Platforms (Facebook) position peaked at $376K in Q2 2024.
5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.