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Topel & Distasi Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Topel & Distasi 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 		$624K Buy
1,107
+143
+15% +$87.4K 0.3% 41
2026
Q1 		$552K Buy
964
+114
+13% +$73.1K 0.29% 43
2025
Q4 		$561K Sell
850
-242
-22% -$162K 0.27% 44
2025
Q3 		$802K Buy
1,092
+129
+13% +$96K 0.4% 41
2025
Q2 		$711K Buy
963
+128
+15% +$79.1K 0.37% 42
2025
Q1 		$481K Sell
835
-123
-13% -$79.4K 0.22% 57
2024
Q4 		$561K Buy
958
+122
+15% +$71.6K 0.24% 58
2024
Q3 		$479K Sell
836
-94
-10% -$48.4K 0.2% 60
2024
Q2 		$469K Buy
930
+153
+20% +$74.4K 0.21% 58
2024
Q1 		$377K Buy
+777
New +$347K 0.17% 62

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

Topel & Distasi Wealth Management's META Position: Q2 2026 in Review

Topel & Distasi Wealth Management increased its Meta Platforms (Facebook) (META) stake by 15% in Q2 2026, buying an estimated $87.4K and bringing the position to 1,107 shares worth $624K. The position accounts for 0.3% of the portfolio, ranked #41.

Topel & Distasi Wealth Management first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $802K in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Topel & Distasi Wealth Management held 1,107 shares of Meta Platforms (Facebook) worth $624K as of Q2 2026.
  • Topel & Distasi Wealth Management bought 143 Meta Platforms (Facebook) shares in Q2 2026, an estimated $87.4K.
  • Meta Platforms (Facebook) made up 0.3% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Topel & Distasi Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • Topel & Distasi Wealth Management's Meta Platforms (Facebook) position peaked at $802K in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.