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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
Q2 		$14.4M Buy
25,554
+6,306
+33% +$3.86M 0.49% 46
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 $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

Simplicity Wealth's META Position: Q2 2026 in Review

Simplicity Wealth increased its Meta Platforms (Facebook) (META) stake by 33% in Q2 2026, buying an estimated $3.86M and bringing the position to 25,554 shares worth $14.4M. The position accounts for 0.49% of the portfolio, ranked #46.

Simplicity Wealth first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.5M in Q2 2024. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Simplicity Wealth held 25,554 shares of Meta Platforms (Facebook) worth $14.4M as of Q2 2026.
  • Simplicity Wealth bought 6,306 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.86M.
  • Meta Platforms (Facebook) made up 0.49% of Simplicity Wealth's portfolio in Q2 2026, its #46 holding.
  • Simplicity Wealth first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Simplicity Wealth's Meta Platforms (Facebook) position peaked at $35.5M in Q2 2024.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.