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 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 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

Triad Wealth Partners's META Position: Q1 2026 in Review

Triad Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 18% in Q1 2026, buying an estimated $988K and bringing the position to 9,974 shares worth $5.71M. The position accounts for 0.45% of the portfolio, ranked #49.

Triad Wealth Partners first reported a position in META in Q1 2024 and has held it in 8 quarters since. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Triad Wealth Partners held 9,974 shares of Meta Platforms (Facebook) worth $5.71M as of Q1 2026.
Triad Wealth Partners bought 1,542 Meta Platforms (Facebook) shares in Q1 2026, an estimated $988K.
Meta Platforms (Facebook) made up 0.45% of Triad Wealth Partners's portfolio in Q1 2026, its #49 holding.
Triad Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 8 quarters since.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.