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

Simplicity Wealth’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 		$11M Buy
19,248
+2,240
+13% +$1.44M 0.62% 31
2025
Q4 		$11.2M Sell
17,008
-5,327
-24% -$3.56M 0.67% 25
2025
Q3 		$16.4M Sell
22,335
-5,403
-19% -$4.02M 0.95% 17
2025
Q2 		$20.5M Buy
27,738
+11,332
+69% +$7M 0.85% 21
2025
Q1 		$9.46M Buy
16,406
+10,285
+168% +$6.64M 0.74% 24
2024
Q4 		$3.58M Sell
6,121
-3,199
-34% -$1.88M 0.75% 27
2024
Q3 		$5.34M Sell
9,320
-61,176
-87% -$31.5M 0.49% 45
2024
Q2 		$35.5M Buy
70,496
+2,040
+3% +$992K 0.8% 20
2024
Q1 		$33.2M Buy
68,456
+67,436
+6,611% +$30.1M 0.79% 19
2023
Q4 		$361K Buy
+1,020
New +$332K 0.14% 127

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Simplicity Wealth's META Position: Q1 2026 in Review

Simplicity Wealth increased its Meta Platforms (Facebook) (META) stake by 13% in Q1 2026, buying an estimated $1.44M and bringing the position to 19,248 shares worth $11M. The position accounts for 0.62% of the portfolio, ranked #31.

Simplicity Wealth first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.5M in Q2 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Simplicity Wealth held 19,248 shares of Meta Platforms (Facebook) worth $11M as of Q1 2026.
  • Simplicity Wealth bought 2,240 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.44M.
  • Meta Platforms (Facebook) made up 0.62% of Simplicity Wealth's portfolio in Q1 2026, its #31 holding.
  • Simplicity Wealth first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • Simplicity Wealth's Meta Platforms (Facebook) position peaked at $35.5M in Q2 2024.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.