Stage Harbor Financial’s Meta Platforms (Facebook) META Stock Holding History

Stage Harbor Financial’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	$410K	Buy	717 +41	+6%	+$26.3K	0.27%	39
2025 Q4	$446K	Sell	676 -118	-15%	-$78.8K	0.3%	40
2025 Q3	$583K	Sell	794 -32	-4%	-$23.8K	0.43%	29
2025 Q2	$610K	Sell	826 -17	-2%	-$10.5K	0.5%	27
2025 Q1	$486K	Sell	843 -63	-7%	-$40.6K	0.41%	33
2024 Q4	$530K	Sell	906 -92	-9%	-$54K	0.46%	27
2024 Q3	$589K	Buy	998 +22	+2%	+$11.3K	0.54%	24
2024 Q2	$492K	Sell	976 -75	-7%	-$36.5K	0.48%	26
2024 Q1	$510K	Sell	1,051 -140	-12%	-$62.5K	0.46%	26
2023 Q4	$422K	Buy	+1,191	New	+$388K	0.41%	26

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Stage Harbor Financial's META Position: Q1 2026 in Review

Stage Harbor Financial increased its Meta Platforms (Facebook) (META) stake by 6.1% in Q1 2026, buying an estimated $26.3K and bringing the position to 717 shares worth $410K. The position accounts for 0.27% of the portfolio, ranked #39.

Stage Harbor Financial first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $610K in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Stage Harbor Financial held 717 shares of Meta Platforms (Facebook) worth $410K as of Q1 2026.
Stage Harbor Financial bought 41 Meta Platforms (Facebook) shares in Q1 2026, an estimated $26.3K.
Meta Platforms (Facebook) made up 0.27% of Stage Harbor Financial's portfolio in Q1 2026, its #39 holding.
Stage Harbor Financial first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
Stage Harbor Financial's Meta Platforms (Facebook) position peaked at $610K in Q2 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.