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

SMART 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 		– Sell
-520
Closed -$297K – 239
2026
Q1 		$297K Hold
520
– – 0.09% 167
2025
Q4 		$343K Sell
520
-993
-66% -$663K 0.1% 137
2025
Q3 		$1.11M Buy
+1,513
New +$1.13M 0.42% 70
2025
Q2 		– Sell
-2,703
Closed -$1.56M – 185
2025
Q1 		$1.56M Sell
2,703
-858
-24% -$554K 0.56% 55
2024
Q4 		$2.09M Buy
3,561
+2,187
+159% +$1.28M 0.74% 40
2024
Q3 		$787K Buy
1,374
+480
+54% +$247K 0.31% 72
2024
Q2 		$451K Buy
894
+272
+44% +$132K 0.18% 85
2024
Q1 		$302K Buy
+622
New +$277K 0.14% 89

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

SMART Wealth's META Position: Q2 2026 in Review

SMART Wealth sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 520 shares — an estimated $297K sold.

SMART Wealth first reported a position in META in Q1 2024 and held it in 8 quarters. The position peaked at $2.09M in Q4 2024. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • SMART Wealth reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • SMART Wealth sold 520 Meta Platforms (Facebook) shares in Q2 2026, an estimated $297K.
  • SMART Wealth first reported a position in Meta Platforms (Facebook) in Q1 2024 and held it in 8 quarters.
  • SMART Wealth's Meta Platforms (Facebook) position peaked at $2.09M in Q4 2024.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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