WP
META icon

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
Q2 		$5.99M Sell
10,631
-678
-6% -$415K 0.92% 29
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 $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

WealthShield Partners's META Position: Q2 2026 in Review

WealthShield Partners reduced its Meta Platforms (Facebook) (META) stake by 6% in Q2 2026, selling an estimated $415K and leaving 10,631 shares worth $5.99M. The position accounts for 0.92% of the portfolio, ranked #29.

WealthShield Partners first reported a position in META in Q4 2017 and has held it in 28 quarters since. The position peaked at $7.91M in Q2 2025. 5,077 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • WealthShield Partners held 10,631 shares of Meta Platforms (Facebook) worth $5.99M as of Q2 2026.
  • WealthShield Partners sold 678 Meta Platforms (Facebook) shares in Q2 2026, an estimated $415K.
  • Meta Platforms (Facebook) made up 0.92% of WealthShield Partners's portfolio in Q2 2026, its #29 holding.
  • WealthShield Partners first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 28 quarters since.
  • WealthShield Partners's Meta Platforms (Facebook) position peaked at $7.91M in Q2 2025.
  • 5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.