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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
2021
Q2 		– Sell
-37,900
Closed -$18K – 834
2021
Q1 		$18K Buy
+37,900
New +$10.2M ﹤0.01% 526

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.