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

Shrier 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 		$447K Buy
794
+1
+0.1% +$611 0.15% 100
2026
Q1 		$454K Buy
793
+149
+23% +$95.5K 0.17% 95
2025
Q4 		$425K Buy
+644
New +$430K 0.17% 91

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

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

Shrier Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.13% in Q2 2026, buying an estimated $611 and bringing the position to 794 shares worth $447K. The position accounts for 0.15% of the portfolio, ranked #100.

Shrier Wealth Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $454K in Q1 2026. 5,032 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Shrier Wealth Management held 794 shares of Meta Platforms (Facebook) worth $447K as of Q2 2026.
  • Shrier Wealth Management bought 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.15% of Shrier Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Shrier Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Shrier Wealth Management's Meta Platforms (Facebook) position peaked at $454K in Q1 2026.
  • 5,032 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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