AssuredPartners Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

AssuredPartners Investment 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 Q1	$6.4M	Buy	11,167 +5,210	+87%	+$3.34M	0.7%	35
2025 Q4	$3.93M	Buy	5,957 +1,085	+22%	+$725K	0.59%	47
2025 Q3	$3.58M	Buy	4,872 +173	+4%	+$129K	0.8%	32
2025 Q2	$3.47M	Buy	4,699 +2,759	+142%	+$1.7M	0.85%	31
2025 Q1	$1.12M	Buy	1,940 +265	+16%	+$171K	0.22%	116
2024 Q4	$980K	Buy	+1,675	New	+$983K	0.19%	120

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AssuredPartners Investment Advisors's META Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 87% in Q1 2026, buying an estimated $3.34M and bringing the position to 11,167 shares worth $6.4M. The position accounts for 0.7% of the portfolio, ranked #35.

AssuredPartners Investment Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

AssuredPartners Investment Advisors held 11,167 shares of Meta Platforms (Facebook) worth $6.4M as of Q1 2026.
AssuredPartners Investment Advisors bought 5,210 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.34M.
Meta Platforms (Facebook) made up 0.7% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #35 holding.
AssuredPartners Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.