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

Triad Wealth Partners’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 		$6.28M Buy
10,636
+662
+7% +$405K 0.37% 50
2026
Q1 		$5.71M Buy
9,974
+1,542
+18% +$988K 0.45% 49
2025
Q4 		$5.57M Buy
8,432
+2,374
+39% +$1.59M 0.53% 44
2025
Q3 		$4.45M Buy
6,058
+1,502
+33% +$1.12M 0.57% 37
2025
Q2 		$3.36M Buy
4,556
+532
+13% +$329K 0.68% 33
2025
Q1 		$2.32M Buy
4,024
+581
+17% +$375K 0.72% 33
2024
Q4 		$2.02M Buy
+3,443
New +$2.02M 0.73% 31
2024
Q3 		– Sell
-935
Closed -$471K – 563
2024
Q2 		$471K Buy
935
+195
+26% +$94.8K 0.25% 39
2024
Q1 		$359K Buy
+740
New +$330K 0.28% 36

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

Triad Wealth Partners's META Position: Q2 2026 in Review

Triad Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 6.6% in Q2 2026, buying an estimated $405K and bringing the position to 10,636 shares worth $6.28M. The position accounts for 0.37% of the portfolio, ranked #50.

Triad Wealth Partners first reported a position in META in Q1 2024 and has held it in 9 quarters since. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Triad Wealth Partners held 10,636 shares of Meta Platforms (Facebook) worth $6.28M as of Q2 2026.
  • Triad Wealth Partners bought 662 Meta Platforms (Facebook) shares in Q2 2026, an estimated $405K.
  • Meta Platforms (Facebook) made up 0.37% of Triad Wealth Partners's portfolio in Q2 2026, its #50 holding.
  • Triad Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.