AIM
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Alphinity Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Alphinity Investment Management’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 		$73.4M Sell
130,302
-76,960
-37% -$47.1M 1.22% 23
2026
Q1 		$119M Sell
207,262
-337,353
-62% -$216M 2.09% 22
2025
Q4 		$359M Buy
544,615
+15,698
+3% +$10.5M 3.64% 11
2025
Q3 		$388M Buy
+528,917
New +$394M 3.79% 16
2018
Q3 		– Sell
-168,109
Closed -$32.7M – 29
2018
Q2 		$32.7M Buy
168,109
+49,779
+42% +$9M 6.63% 2
2018
Q1 		$18.9M Buy
118,330
+77,983
+193% +$14M 4.29% 7
2017
Q4 		$7.12M Buy
+40,347
New +$7.13M 6.39% 3

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

Alphinity Investment Management's META Position: Q2 2026 in Review

Alphinity Investment Management reduced its Meta Platforms (Facebook) (META) stake by 37% in Q2 2026, selling an estimated $47.1M and leaving 130,302 shares worth $73.4M. The position accounts for 1.22% of the portfolio, ranked #23.

Alphinity Investment Management first reported a position in META in Q4 2017 and has held it in 7 quarters since. The position peaked at $388M in Q3 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Alphinity Investment Management held 130,302 shares of Meta Platforms (Facebook) worth $73.4M as of Q2 2026.
  • Alphinity Investment Management sold 76,960 Meta Platforms (Facebook) shares in Q2 2026, an estimated $47.1M.
  • Meta Platforms (Facebook) made up 1.22% of Alphinity Investment Management's portfolio in Q2 2026, its #23 holding.
  • Alphinity Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 7 quarters since.
  • Alphinity Investment Management's Meta Platforms (Facebook) position peaked at $388M in Q3 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Alphinity Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.