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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Alphinity Investment Management's META Position: Q1 2026 in Review

Alphinity Investment Management reduced its Meta Platforms (Facebook) (META) stake by 62% in Q1 2026, selling an estimated $216M and leaving 207,262 shares worth $119M. The position accounts for 2.09% of the portfolio, ranked #22.

Alphinity Investment Management first reported a position in META in Q4 2017 and has held it in 6 quarters since. The position peaked at $388M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Alphinity Investment Management held 207,262 shares of Meta Platforms (Facebook) worth $119M as of Q1 2026.
  • Alphinity Investment Management sold 337,353 Meta Platforms (Facebook) shares in Q1 2026, an estimated $216M.
  • Meta Platforms (Facebook) made up 2.09% of Alphinity Investment Management's portfolio in Q1 2026, its #22 holding.
  • Alphinity Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 6 quarters since.
  • Alphinity Investment Management's Meta Platforms (Facebook) position peaked at $388M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Alphinity Investment Management's 13F filing for Q1 2026, filed 12 May 2026.