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CARLSON FINANCIAL, INC.’s Meta Platforms (Facebook) META Stock Holding History

CARLSON FINANCIAL, INC.’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 		$211K Sell
374
-1
-0.3% -$611 0.11% 181
2026
Q1 		$215K Sell
375
-5
-1% -$3.2K 0.13% 163
2025
Q4 		$251K Buy
+380
New +$254K 0.15% 149

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

CARLSON FINANCIAL, INC.'s META Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Meta Platforms (Facebook) (META) stake by 0.27% in Q2 2026, selling an estimated $611 and leaving 374 shares worth $211K. The position accounts for 0.11% of the portfolio, ranked #181.

CARLSON FINANCIAL, INC. first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 5,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 374 shares of Meta Platforms (Facebook) worth $211K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.11% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #181 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Meta Platforms (Facebook) position peaked at $251K in Q4 2025.
  • 5,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.