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 Q2	$443K	Sell	786 -82	-9%	-$50.1K	0.11%	78
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

WorthPointe's META Position: Q2 2026 in Review

WorthPointe reduced its Meta Platforms (Facebook) (META) stake by 9.4% in Q2 2026, selling an estimated $50.1K and leaving 786 shares worth $443K. The position accounts for 0.11% of the portfolio, ranked #78.

WorthPointe first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $566K in Q4 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

WorthPointe held 786 shares of Meta Platforms (Facebook) worth $443K as of Q2 2026.
WorthPointe sold 82 Meta Platforms (Facebook) shares in Q2 2026, an estimated $50.1K.
Meta Platforms (Facebook) made up 0.11% of WorthPointe's portfolio in Q2 2026, its #78 holding.
WorthPointe first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
WorthPointe's Meta Platforms (Facebook) position peaked at $566K in Q4 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.