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True Link Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

True Link Financial 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 		$241K Sell
422
-118
-22% -$75.6K 0.01% 85
2025
Q4 		$356K Buy
+540
New +$361K 0.02% 71
2022
Q1 		– Sell
-129
Closed -$43K – 216
2021
Q4 		$43K Hold
129
– – 0.01% 488
2021
Q3 		$44K Hold
129
– – 0.01% 492
2021
Q2 		$45K Buy
+129
New +$41.4K 0.01% 441
2021
Q1 		– Sell
-295
Closed -$81K – 706
2020
Q4 		$81K Buy
+295
New +$80.9K 0.01% 464

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

True Link Financial Advisors's META Position: Q1 2026 in Review

True Link Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 22% in Q1 2026, selling an estimated $75.6K and leaving 422 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #85.

True Link Financial Advisors first reported a position in META in Q4 2020 and has held it in 6 quarters since. The position peaked at $356K in Q4 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • True Link Financial Advisors held 422 shares of Meta Platforms (Facebook) worth $241K as of Q1 2026.
  • True Link Financial Advisors sold 118 Meta Platforms (Facebook) shares in Q1 2026, an estimated $75.6K.
  • Meta Platforms (Facebook) made up 0.01% of True Link Financial Advisors's portfolio in Q1 2026, its #85 holding.
  • True Link Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 6 quarters since.
  • True Link Financial Advisors's Meta Platforms (Facebook) position peaked at $356K in Q4 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.