AGWCA
META icon

Annis Gardner Whiting Capital Advisors’s Meta Platforms (Facebook) META Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$9.28M Buy
16,468
+5,232
+47% +$3.2M 1.39% 14
2026
Q1 		$6.43M Buy
11,236
+361
+3% +$231K 1.03% 14
2025
Q4 		$7.18M Buy
10,875
+512
+5% +$342K 1.36% 11
2025
Q3 		$7.61M Buy
10,363
+2,712
+35% +$2.02M 1.57% 11
2025
Q2 		$5.65M Buy
7,651
+360
+5% +$222K 1.96% 7
2025
Q1 		$4.2M Sell
7,291
-1,873
-20% -$1.21M 1.78% 7
2024
Q4 		$5.37M Sell
9,164
-162
-2% -$95.1K 1.5% 11
2024
Q3 		$5.34M Sell
9,326
-1,123
-11% -$578K 1.5% 9
2024
Q2 		$5.27M Buy
10,449
+5,114
+96% +$2.49M 1.5% 12
2024
Q1 		$2.59M Buy
5,335
+1,276
+31% +$569K 0.93% 14
2023
Q4 		$1.44M Buy
4,059
+623
+18% +$203K 0.64% 22
2023
Q3 		$1.03M Buy
+3,436
New +$1.04M 0.55% 28

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

Annis Gardner Whiting Capital Advisors's META Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Meta Platforms (Facebook) (META) stake by 47% in Q2 2026, buying an estimated $3.2M and bringing the position to 16,468 shares worth $9.28M. The position accounts for 1.39% of the portfolio, ranked #14.

Annis Gardner Whiting Capital Advisors first reported a position in META in Q3 2023 and has held it in 12 quarters since. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 16,468 shares of Meta Platforms (Facebook) worth $9.28M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 5,232 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.2M.
  • Meta Platforms (Facebook) made up 1.39% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #14 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.