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 Q2	$4.53M	Sell	8,038 -3,129	-28%	-$1.91M	0.44%	62
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 $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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's META Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 28% in Q2 2026, selling an estimated $1.91M and leaving 8,038 shares worth $4.53M. The position accounts for 0.44% of the portfolio, ranked #62.

AssuredPartners Investment Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.4M in Q1 2026. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

AssuredPartners Investment Advisors held 8,038 shares of Meta Platforms (Facebook) worth $4.53M as of Q2 2026.
AssuredPartners Investment Advisors sold 3,129 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.91M.
Meta Platforms (Facebook) made up 0.44% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #62 holding.
AssuredPartners Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Meta Platforms (Facebook) position peaked at $6.4M in Q1 2026.
5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.