Advisory Research’s Meta Platforms (Facebook) META Stock Holding History

Advisory Research’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	$10.2M	Buy	18,191 +630	+4%	+$385K	1.02%	28
2026 Q1	$10M	Buy	17,561 +1,738	+11%	+$1.11M	1.24%	29
2025 Q4	$10.4M	Sell	15,823 -979	-6%	-$654K	1.31%	24
2025 Q3	$12.3M	Buy	16,802 +8,617	+105%	+$6.41M	1.62%	21
2025 Q2	$6.04M	Buy	8,185 +1,029	+14%	+$636K	0.93%	33
2025 Q1	$4.12M	Buy	7,156 +5,557	+348%	+$3.59M	0.73%	39
2024 Q4	$936K	Buy	1,599 +2	+0.1%	+$1.17K	0.16%	114
2024 Q3	$914K	Buy	+1,597	New	+$822K	0.16%	114
2023 Q4	–	Sell	-3,400	Closed	-$1.02M	–	422
2023 Q3	$1.02M	Sell	3,400 -660	-16%	-$199K	0.14%	191
2023 Q2	$1.17M	Buy	+4,060	New	+$1M	0.15%	183
2022 Q2	–	Sell	-1,020	Closed	-$227K	–	409
2022 Q1	$227K	Sell	1,020 -2,440	-71%	-$610K	0.02%	329
2021 Q4	$1.16M	Buy	3,460 +1,587	+85%	+$527K	0.09%	184
2021 Q3	$636K	Sell	1,873 -1,385	-43%	-$499K	0.04%	232
2021 Q2	$1.13M	Buy	3,258 +1,261	+63%	+$405K	0.07%	198
2021 Q1	$588K	Buy	+1,997	New	+$538K	0.04%	253
2020 Q4	–	Sell	-1,607	Closed	-$421K	–	331
2020 Q3	$421K	Buy	+1,607	New	+$414K	0.04%	246
2020 Q2	–	Sell	-1,266	Closed	-$211K	–	329
2020 Q1	$211K	Buy	+1,266	New	+$248K	0.01%	268
2018 Q1	–	Sell	-3,599	Closed	-$635K	–	402
2017 Q4	$635K	Buy	3,599 +96	+3%	+$17K	0.01%	309
2017 Q3	$599K	Sell	3,503 -315	-8%	-$52.6K	0.01%	353
2017 Q2	$576K	Sell	3,818 -16	-0.4%	-$2.38K	0.01%	355
2017 Q1	$545K	Buy	3,834 +317	+9%	+$42.4K	0.01%	356
2016 Q4	$405K	Buy	+3,517	New	+$432K	0.01%	329
2014 Q2	–	Sell	-1,018	Closed	-$61K	–	538
2014 Q1	$61K	Buy	+1,018	New	+$64.5K	﹤0.01%	753

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

Advisory Research's META Position: Q2 2026 in Review

Advisory Research increased its Meta Platforms (Facebook) (META) stake by 3.6% in Q2 2026, buying an estimated $385K and bringing the position to 18,191 shares worth $10.2M. The position accounts for 1.02% of the portfolio, ranked #28.

Advisory Research first reported a position in META in Q1 2014 and has held it in 23 quarters since. The position peaked at $12.3M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Advisory Research held 18,191 shares of Meta Platforms (Facebook) worth $10.2M as of Q2 2026.
Advisory Research bought 630 Meta Platforms (Facebook) shares in Q2 2026, an estimated $385K.
Meta Platforms (Facebook) made up 1.02% of Advisory Research's portfolio in Q2 2026, its #28 holding.
Advisory Research first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 23 quarters since.
Advisory Research's Meta Platforms (Facebook) position peaked at $12.3M in Q3 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.