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

SHP 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 		$4.24M Buy
7,536
+446
+6% +$273K 0.29% 26
2026
Q1 		$4.06M Sell
7,090
-40
-0.6% -$25.6K 0.31% 26
2025
Q4 		$4.7M Buy
+7,130
New +$4.76M 0.37% 27

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 $3.38T AUM 44.17% 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

SHP Wealth Management's META Position: Q2 2026 in Review

SHP Wealth Management increased its Meta Platforms (Facebook) (META) stake by 6.3% in Q2 2026, buying an estimated $273K and bringing the position to 7,536 shares worth $4.24M. The position accounts for 0.29% of the portfolio, ranked #26.

SHP Wealth Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.7M in Q4 2025. 5,084 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • SHP Wealth Management held 7,536 shares of Meta Platforms (Facebook) worth $4.24M as of Q2 2026.
  • SHP Wealth Management bought 446 Meta Platforms (Facebook) shares in Q2 2026, an estimated $273K.
  • Meta Platforms (Facebook) made up 0.29% of SHP Wealth Management's portfolio in Q2 2026, its #26 holding.
  • SHP Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Meta Platforms (Facebook) position peaked at $4.7M in Q4 2025.
  • 5,084 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.