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

Wealth Effects’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 		$6.21M Sell
11,025
-142
-1% -$86.8K 1.68% 13
2026
Q1 		$6.39M Buy
11,167
+162
+1% +$104K 2.26% 9
2025
Q4 		$7.26M Buy
11,005
+102
+0.9% +$68.1K 2.27% 10
2025
Q3 		$8.01M Sell
10,903
-380
-3% -$283K 2.57% 8
2025
Q2 		$8.33M Sell
11,283
-868
-7% -$536K 3.12% 8
2025
Q1 		$7M Buy
12,151
+468
+4% +$302K 2.94% 7
2024
Q4 		$6.84M Buy
11,683
+38
+0.3% +$22.3K 2.43% 8
2024
Q3 		$6.67M Buy
11,645
+90
+0.8% +$46.3K 2.34% 7
2024
Q2 		$5.83M Buy
11,555
+55
+0.5% +$26.7K 2.11% 9
2024
Q1 		$5.58M Sell
11,500
-1,230
-10% -$549K 2.06% 8
2023
Q4 		$4.51M Sell
12,730
-996
-7% -$324K 1.69% 11
2023
Q3 		$4.12M Buy
13,726
+11,656
+563% +$3.51M 2.03% 10
2023
Q2 		$594K Buy
+2,070
New +$511K 0.26% 85
2022
Q2 		– Sell
-1,960
Closed -$436K – 203
2022
Q1 		$436K Buy
1,960
+135
+7% +$33.7K 0.2% 100
2021
Q4 		$614K Buy
+1,825
New +$606K 0.25% 82

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 Effects's META Position: Q2 2026 in Review

Wealth Effects reduced its Meta Platforms (Facebook) (META) stake by 1.3% in Q2 2026, selling an estimated $86.8K and leaving 11,025 shares worth $6.21M. The position accounts for 1.68% of the portfolio, ranked #13.

Wealth Effects first reported a position in META in Q4 2021 and has held it in 15 quarters since. The position peaked at $8.33M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wealth Effects held 11,025 shares of Meta Platforms (Facebook) worth $6.21M as of Q2 2026.
  • Wealth Effects sold 142 Meta Platforms (Facebook) shares in Q2 2026, an estimated $86.8K.
  • Meta Platforms (Facebook) made up 1.68% of Wealth Effects's portfolio in Q2 2026, its #13 holding.
  • Wealth Effects first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • Wealth Effects's Meta Platforms (Facebook) position peaked at $8.33M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.