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Beacon Pointe Advisors’s Meta Platforms (Facebook) META Stock Holding History

Beacon Pointe 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 		$156M Buy
271,958
+156,057
+135% +$100M 0.82% 21
2025
Q4 		$76.5M Sell
115,901
-3,361
-3% -$2.24M 0.54% 39
2025
Q3 		$87.6M Sell
119,262
-12,440
-9% -$9.26M 0.74% 24
2025
Q2 		$97.2M Buy
131,702
+11,432
+10% +$7.06M 1.01% 18
2025
Q1 		$69.3M Sell
120,270
-6,735
-5% -$4.35M 0.78% 24
2024
Q4 		$74.4M Sell
127,005
-7,643
-6% -$4.49M 0.82% 23
2024
Q3 		$77.1M Sell
134,648
-8,997
-6% -$4.63M 0.89% 19
2024
Q2 		$72.4M Sell
143,645
-1,825
-1% -$887K 0.86% 20
2024
Q1 		$70.6M Sell
145,470
-20,933
-13% -$9.34M 0.79% 23
2023
Q4 		$58.9M Buy
166,403
+7,415
+5% +$2.41M 0.7% 28
2023
Q3 		$47.7M Buy
158,988
+39,790
+33% +$12M 0.59% 36
2023
Q2 		$34.2M Sell
119,198
-4,344
-4% -$1.07M 0.56% 37
2023
Q1 		$26.2M Buy
123,542
+443
+0.4% +$75.4K 0.45% 50
2022
Q4 		$14.8M Sell
123,099
-23,922
-16% -$2.81M 0.29% 85
2022
Q3 		$20M Sell
147,021
-4,392
-3% -$712K 0.45% 52
2022
Q2 		$24.4M Sell
151,413
-30,767
-17% -$5.94M 0.51% 41
2022
Q1 		$40.5M Buy
182,180
+80,616
+79% +$20.1M 0.56% 34
2021
Q4 		$34.2M Sell
101,564
-38,709
-28% -$12.9M 0.89% 20
2021
Q3 		$47.6M Buy
140,273
+70,211
+100% +$25.3M 1.17% 13
2021
Q2 		$24.4M Sell
70,062
-99,790
-59% -$32M 0.86% 19
2021
Q1 		$50M Buy
169,852
+120,488
+244% +$32.4M 3.07% 4
2020
Q4 		$13.5M Buy
49,364
+33,847
+218% +$9.28M 0.92% 24
2020
Q3 		$4.06M Sell
15,517
-32,765
-68% -$8.45M 0.39% 57
2020
Q2 		$11M Buy
48,282
+38,533
+395% +$8.04M 1.1% 21
2020
Q1 		$1.63M Buy
9,749
+1,171
+14% +$229K 0.26% 82
2019
Q4 		$1.76M Buy
8,578
+4,314
+101% +$836K 0.55% 44
2019
Q3 		$763K Sell
4,264
-4,500
-51% -$855K 0.33% 76
2019
Q2 		$1.7M Buy
8,764
+3,062
+54% +$559K 0.62% 43
2019
Q1 		$950K Sell
5,702
-3,793
-40% -$603K 0.36% 73
2018
Q4 		$1.25M Buy
+9,495
New +$1.38M 0.76% 35

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

Beacon Pointe Advisors's META Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Meta Platforms (Facebook) (META) stake by 135% in Q1 2026, buying an estimated $100M and bringing the position to 271,958 shares worth $156M. The position accounts for 0.82% of the portfolio, ranked #21.

Beacon Pointe Advisors first reported a position in META in Q4 2018 and has held it in 30 quarters since. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Beacon Pointe Advisors held 271,958 shares of Meta Platforms (Facebook) worth $156M as of Q1 2026.
  • Beacon Pointe Advisors bought 156,057 Meta Platforms (Facebook) shares in Q1 2026, an estimated $100M.
  • Meta Platforms (Facebook) made up 0.82% of Beacon Pointe Advisors's portfolio in Q1 2026, its #21 holding.
  • Beacon Pointe Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.