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

WealthShield 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
Q1 		$6.47M Sell
11,309
-460
-4% -$295K 0.72% 35
2025
Q4 		$7.77M Buy
11,769
+1,114
+10% +$744K 0.86% 27
2025
Q3 		$7.82M Sell
10,655
-64
-0.6% -$47.6K 0.89% 26
2025
Q2 		$7.91M Buy
10,719
+352
+3% +$218K 0.96% 23
2025
Q1 		$5.98M Buy
10,367
+1,053
+11% +$679K 0.77% 34
2024
Q4 		$5.45M Sell
9,314
-102
-1% -$59.9K 0.77% 36
2024
Q3 		$5.39M Buy
9,416
+1,534
+19% +$789K 0.73% 33
2024
Q2 		$3.97M Sell
7,882
-3,641
-32% -$1.77M 0.61% 40
2024
Q1 		$5.6M Sell
11,523
-549
-5% -$245K 0.91% 28
2023
Q4 		$4.27M Sell
12,072
-1,233
-9% -$402K 0.7% 35
2023
Q3 		$3.99M Buy
13,305
+5,625
+73% +$1.69M 0.6% 41
2023
Q2 		$2.2M Sell
7,680
-3,595
-32% -$887K 0.33% 77
2023
Q1 		$2.39M Buy
+11,275
New +$1.92M 0.39% 64
2022
Q3 		– Sell
-1,422
Closed -$229K – 305
2022
Q2 		$229K Sell
1,422
-451
-24% -$87K 0.05% 274
2022
Q1 		$416K Sell
1,873
-1,123
-37% -$281K 0.07% 253
2021
Q4 		$1.01M Sell
2,996
-74
-2% -$24.6K 0.17% 130
2021
Q3 		$1.04M Buy
3,070
+855
+39% +$308K 0.28% 80
2021
Q2 		$770K Buy
2,215
+338
+18% +$108K 0.12% 126
2021
Q1 		$553K Sell
1,877
-942
-33% -$254K 0.1% 147
2020
Q4 		$770K Buy
2,819
+467
+20% +$128K 0.14% 124
2020
Q3 		$616K Sell
2,352
-287
-11% -$74K 0.22% 105
2020
Q2 		$599K Buy
2,639
+1,365
+107% +$285K 0.28% 84
2020
Q1 		$213K Buy
+1,274
New +$249K 0.13% 147
2018
Q4 		– Sell
-1,553
Closed -$255K – 268
2018
Q3 		$255K Buy
1,553
+150
+11% +$27.2K 0.15% 111
2018
Q2 		$273K Buy
1,403
+122
+10% +$22K 0.17% 95
2018
Q1 		$205K Sell
1,281
-3
-0.2% -$539 0.13% 118
2017
Q4 		$233K Buy
+1,284
New +$227K 0.14% 119

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

WealthShield Partners's META Position: Q1 2026 in Review

WealthShield Partners reduced its Meta Platforms (Facebook) (META) stake by 3.9% in Q1 2026, selling an estimated $295K and leaving 11,309 shares worth $6.47M. The position accounts for 0.72% of the portfolio, ranked #35.

WealthShield Partners first reported a position in META in Q4 2017 and has held it in 27 quarters since. The position peaked at $7.91M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • WealthShield Partners held 11,309 shares of Meta Platforms (Facebook) worth $6.47M as of Q1 2026.
  • WealthShield Partners sold 460 Meta Platforms (Facebook) shares in Q1 2026, an estimated $295K.
  • Meta Platforms (Facebook) made up 0.72% of WealthShield Partners's portfolio in Q1 2026, its #35 holding.
  • WealthShield Partners first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 27 quarters since.
  • WealthShield Partners's Meta Platforms (Facebook) position peaked at $7.91M in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.