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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealth Effects's META Position: Q1 2026 in Review

Wealth Effects increased its Meta Platforms (Facebook) (META) stake by 1.5% in Q1 2026, buying an estimated $104K and bringing the position to 11,167 shares worth $6.39M. The position accounts for 2.26% of the portfolio, ranked #9.

Wealth Effects first reported a position in META in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.33M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Wealth Effects held 11,167 shares of Meta Platforms (Facebook) worth $6.39M as of Q1 2026.
  • Wealth Effects bought 162 Meta Platforms (Facebook) shares in Q1 2026, an estimated $104K.
  • Meta Platforms (Facebook) made up 2.26% of Wealth Effects's portfolio in Q1 2026, its #9 holding.
  • Wealth Effects first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 14 quarters since.
  • Wealth Effects's Meta Platforms (Facebook) position peaked at $8.33M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.