VWM
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Vertrix Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Vertrix Wealth Management’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 		$1.86M Sell
3,309
-2,432
-42% -$1.49M 0.63% 46
2026
Q1 		$3.28M Buy
+5,741
New +$3.68M 1.21% 35

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

Vertrix Wealth Management's META Position: Q2 2026 in Review

Vertrix Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 42% in Q2 2026, selling an estimated $1.49M and leaving 3,309 shares worth $1.86M. The position accounts for 0.63% of the portfolio, ranked #46.

Vertrix Wealth Management first reported a position in META in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.28M in Q1 2026. 5,032 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Vertrix Wealth Management held 3,309 shares of Meta Platforms (Facebook) worth $1.86M as of Q2 2026.
  • Vertrix Wealth Management sold 2,432 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.49M.
  • Meta Platforms (Facebook) made up 0.63% of Vertrix Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Vertrix Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2026 and has held it in 2 quarters since.
  • Vertrix Wealth Management's Meta Platforms (Facebook) position peaked at $3.28M in Q1 2026.
  • 5,032 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.