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

Wealth Management 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 		$1.32M Sell
2,339
-64
-3% -$39.1K 0.31% 63
2026
Q1 		$1.37M Buy
2,403
+139
+6% +$89.1K 0.39% 55
2025
Q4 		$1.49M Buy
2,264
+28
+1% +$18.7K 0.43% 48
2025
Q3 		$1.64M Sell
2,236
-238
-10% -$177K 0.52% 40
2025
Q2 		$1.78M Sell
2,474
-156
-6% -$96.4K 0.63% 36
2025
Q1 		$1.52M Buy
2,630
+315
+14% +$203K 0.7% 34
2024
Q4 		$1.36M Buy
2,315
+381
+20% +$224K 0.58% 38
2024
Q3 		$1.11M Buy
1,934
+100
+5% +$51.5K 0.51% 44
2024
Q2 		$925K Buy
1,834
+1,119
+157% +$544K 0.45% 47
2024
Q1 		$347K Buy
+715
New +$319K 0.18% 86
2022
Q2 		– Sell
-1,000
Closed -$243K – 110
2022
Q1 		$243K Hold
1,000
– – 0.17% 95
2021
Q4 		$243K Buy
+1,000
New +$332K 0.17% 99

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 Management Partners's META Position: Q2 2026 in Review

Wealth Management Partners reduced its Meta Platforms (Facebook) (META) stake by 2.7% in Q2 2026, selling an estimated $39.1K and leaving 2,339 shares worth $1.32M. The position accounts for 0.31% of the portfolio, ranked #63.

Wealth Management Partners first reported a position in META in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.78M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wealth Management Partners held 2,339 shares of Meta Platforms (Facebook) worth $1.32M as of Q2 2026.
  • Wealth Management Partners sold 64 Meta Platforms (Facebook) shares in Q2 2026, an estimated $39.1K.
  • Meta Platforms (Facebook) made up 0.31% of Wealth Management Partners's portfolio in Q2 2026, its #63 holding.
  • Wealth Management Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 12 quarters since.
  • Wealth Management Partners's Meta Platforms (Facebook) position peaked at $1.78M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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