Trail Ridge Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Trail Ridge Investment Advisors’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	–	Sell	-317	Closed	-$209K	–	105
2025 Q4	$209K	Hold	317	–	–	0.09%	100
2025 Q3	$233K	Buy	317 +13	+4%	+$9.68K	0.1%	103
2025 Q2	$235K	Buy	+304	New	+$188K	0.11%	95
2022 Q1	–	Sell	-1,767	Closed	-$594K	–	140
2021 Q4	$594K	Buy	+1,767	New	+$587K	0.36%	77

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Trail Ridge Investment Advisors's META Position: Q1 2026 in Review

Trail Ridge Investment Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 317 shares — an estimated $209K sold.

Trail Ridge Investment Advisors first reported a position in META in Q4 2021 and held it in 4 quarters. The position peaked at $594K in Q4 2021. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

Trail Ridge Investment Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
Trail Ridge Investment Advisors sold 317 Meta Platforms (Facebook) shares in Q1 2026, an estimated $209K.
Trail Ridge Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 4 quarters.
Trail Ridge Investment Advisors's Meta Platforms (Facebook) position peaked at $594K in Q4 2021.
5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.