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True Wealth Design’s Meta Platforms (Facebook) META Stock Holding History

True Wealth Design’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 		$229K Buy
407
+4
+1% +$2.45K 0.05% 94
2026
Q1 		$231K Buy
403
+20
+5% +$12.8K 0.06% 79
2025
Q4 		$253K Buy
383
+105
+38% +$70.1K 0.07% 61
2025
Q3 		$204K Buy
278
+45
+19% +$33.5K 0.06% 67
2025
Q2 		$172K Buy
233
+22
+10% +$13.6K 0.06% 62
2025
Q1 		$122K Buy
211
+98
+87% +$63.2K 0.05% 68
2024
Q4 		$66.3K Buy
113
+49
+77% +$28.8K 0.03% 119
2024
Q3 		$36.6K Hold
64
– – 0.01% 199
2024
Q2 		$32.3K Buy
64
+14
+28% +$6.8K 0.01% 188
2024
Q1 		$24.3K Buy
50
+22
+79% +$9.81K 0.01% 202
2023
Q4 		$9.91K Hold
28
– – ﹤0.01% 231
2023
Q3 		$8.41K Hold
28
– – ﹤0.01% 212
2023
Q2 		$8.04K Sell
28
-27
-49% -$6.66K ﹤0.01% 225
2023
Q1 		$11.7K Buy
55
+7
+15% +$1.19K ﹤0.01% 232
2022
Q4 		$5.78K Buy
+48
New +$5.64K ﹤0.01% 245

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

True Wealth Design's META Position: Q2 2026 in Review

True Wealth Design increased its Meta Platforms (Facebook) (META) stake by 0.99% in Q2 2026, buying an estimated $2.45K and bringing the position to 407 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #94.

True Wealth Design first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $253K in Q4 2025. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • True Wealth Design held 407 shares of Meta Platforms (Facebook) worth $229K as of Q2 2026.
  • True Wealth Design bought 4 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.45K.
  • Meta Platforms (Facebook) made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #94 holding.
  • True Wealth Design first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Meta Platforms (Facebook) position peaked at $253K in Q4 2025.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.