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Wealth Dimensions Group’s Meta Platforms (Facebook) META Stock Holding History

Wealth Dimensions Group’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 		$1.31M Buy
2,328
+153
+7% +$93.6K 0.23% 54
2026
Q1 		$1.24M Buy
2,175
+11
+0.5% +$7.05K 0.24% 48
2025
Q4 		$1.43M Buy
2,164
+61
+3% +$40.7K 0.28% 46
2025
Q3 		$1.54M Buy
2,103
+53
+3% +$39.4K 0.32% 42
2025
Q2 		$1.51M Sell
2,050
-105
-5% -$64.9K 0.33% 40
2025
Q1 		$1.24M Buy
2,155
+83
+4% +$53.5K 0.3% 43
2024
Q4 		$1.21M Buy
2,072
+522
+34% +$306K 0.3% 44
2024
Q3 		$887K Buy
1,550
+82
+6% +$42.2K 0.22% 54
2024
Q2 		$740K Buy
1,468
+306
+26% +$149K 0.21% 58
2024
Q1 		$564K Sell
1,162
-79
-6% -$35.2K 0.17% 76
2023
Q4 		$439K Sell
1,241
-58
-4% -$18.9K 0.14% 84
2023
Q3 		$390K Buy
1,299
+15
+1% +$4.52K 0.14% 90
2023
Q2 		$368K Buy
1,284
+258
+25% +$63.7K 0.13% 96
2023
Q1 		$217K Buy
+1,026
New +$175K 0.08% 125
2022
Q4 		– Sell
-1,480
Closed -$201K – 130
2022
Q3 		$201K Sell
1,480
-111
-7% -$18K 0.1% 117
2022
Q2 		$257K Buy
1,591
+25
+2% +$4.82K 0.12% 103
2022
Q1 		$348K Buy
1,566
+93
+6% +$23.2K 0.16% 96
2021
Q4 		$495K Buy
1,473
+46
+3% +$15.3K 0.24% 74
2021
Q3 		$484K Buy
1,427
+361
+34% +$130K 0.31% 70
2021
Q2 		$371K Sell
1,066
-200
-16% -$64.2K 0.25% 83
2021
Q1 		$373K Buy
1,266
+312
+33% +$84K 0.29% 79
2020
Q4 		$261K Buy
+954
New +$262K 0.23% 89

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

Wealth Dimensions Group's META Position: Q2 2026 in Review

Wealth Dimensions Group increased its Meta Platforms (Facebook) (META) stake by 7% in Q2 2026, buying an estimated $93.6K and bringing the position to 2,328 shares worth $1.31M. The position accounts for 0.23% of the portfolio, ranked #54.

Wealth Dimensions Group first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.54M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wealth Dimensions Group held 2,328 shares of Meta Platforms (Facebook) worth $1.31M as of Q2 2026.
  • Wealth Dimensions Group bought 153 Meta Platforms (Facebook) shares in Q2 2026, an estimated $93.6K.
  • Meta Platforms (Facebook) made up 0.23% of Wealth Dimensions Group's portfolio in Q2 2026, its #54 holding.
  • Wealth Dimensions Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's Meta Platforms (Facebook) position peaked at $1.54M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.