WorthPointe’s Meta Platforms (Facebook) META Stock Holding History

WorthPointe’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	$497K	Buy	868 +11	+1%	+$7.05K	0.13%	78
2025 Q4	$566K	Buy	857 +155	+22%	+$104K	0.15%	78
2025 Q3	$516K	Buy	702 +22	+3%	+$16.4K	0.19%	55
2025 Q2	$502K	Sell	680 -171	-20%	-$106K	0.21%	45
2025 Q1	$490K	Buy	851 +21	+3%	+$13.5K	0.22%	50
2024 Q4	$486K	Sell	830 -4	-0.5%	-$2.35K	0.2%	53
2024 Q3	$477K	Buy	834 +104	+14%	+$53.5K	0.2%	47
2024 Q2	$368K	Buy	730 +25	+4%	+$12.2K	0.17%	51
2024 Q1	$342K	Sell	705 -2	-0.3%	-$892	0.17%	45
2023 Q4	$250K	Sell	707 -278	-28%	-$90.5K	0.13%	59
2023 Q3	$296K	Buy	+985	New	+$297K	0.17%	53

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

WorthPointe's META Position: Q1 2026 in Review

WorthPointe increased its Meta Platforms (Facebook) (META) stake by 1.3% in Q1 2026, buying an estimated $7.05K and bringing the position to 868 shares worth $497K. The position accounts for 0.13% of the portfolio, ranked #78.

WorthPointe first reported a position in META in Q3 2023 and has held it in 11 quarters since. The position peaked at $566K in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

WorthPointe held 868 shares of Meta Platforms (Facebook) worth $497K as of Q1 2026.
WorthPointe bought 11 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.05K.
Meta Platforms (Facebook) made up 0.13% of WorthPointe's portfolio in Q1 2026, its #78 holding.
WorthPointe first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 11 quarters since.
WorthPointe's Meta Platforms (Facebook) position peaked at $566K in Q4 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.