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TrueWealth Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

TrueWealth Financial 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 		– Sell
-781
Closed -$447K – 54
2026
Q1 		$447K Buy
+781
New +$501K 0.18% 37

Other funds holding META

BlackRock
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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

TrueWealth Financial Partners's META Position: Q2 2026 in Review

TrueWealth Financial Partners sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 781 shares — an estimated $447K sold.

TrueWealth Financial Partners first reported a position in META in Q1 2026 and held it in 1 quarter. The position peaked at $447K in Q1 2026. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • TrueWealth Financial Partners reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Financial Partners sold 781 Meta Platforms (Facebook) shares in Q2 2026, an estimated $447K.
  • TrueWealth Financial Partners first reported a position in Meta Platforms (Facebook) in Q1 2026 and held it in 1 quarter.
  • TrueWealth Financial Partners's Meta Platforms (Facebook) position peaked at $447K in Q1 2026.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.