BIA
META icon

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

Bell 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 		$477K Sell
846
-36
-4% -$22K 0.07% 90
2026
Q1 		$505K Sell
882
-131
-13% -$84K 0.08% 77
2025
Q4 		$669K Sell
1,013
-102
-9% -$68.1K 0.11% 68
2025
Q3 		$819K Sell
1,115
-70
-6% -$52.1K 0.13% 59
2025
Q2 		$875K Buy
1,185
+457
+63% +$282K 0.15% 56
2025
Q1 		$420K Buy
728
+8
+1% +$5.16K 0.08% 74
2024
Q4 		$422K Sell
720
-35
-5% -$20.5K 0.08% 70
2024
Q3 		$432K Buy
755
+5
+0.7% +$2.57K 0.08% 72
2024
Q2 		$378K Sell
750
-595
-44% -$289K 0.07% 77
2024
Q1 		$653K Buy
1,345
+31
+2% +$13.8K 0.13% 58
2023
Q4 		$465K Sell
1,314
-117
-8% -$38.1K 0.1% 63
2023
Q3 		$430K Sell
1,431
-5
-0.3% -$1.51K 0.1% 62
2023
Q2 		$412K Buy
1,436
+40
+3% +$9.87K 0.09% 61
2023
Q1 		$296K Buy
1,396
+55
+4% +$9.37K 0.07% 70
2022
Q4 		$161K Sell
1,341
-479
-26% -$56.2K 0.04% 85
2022
Q3 		$247K Buy
1,820
+119
+7% +$19.3K 0.08% 59
2022
Q2 		$274K Buy
+1,701
New +$328K 0.08% 58
2021
Q4 		$607K Sell
1,805
-118
-6% -$39.2K 0.17% 49
2021
Q3 		$653K Buy
+1,923
New +$693K 0.19% 46

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

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

Bell Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 4.1% in Q2 2026, selling an estimated $22K and leaving 846 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #90.

Bell Investment Advisors first reported a position in META in Q3 2021 and has held it in 19 quarters since. The position peaked at $875K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Bell Investment Advisors held 846 shares of Meta Platforms (Facebook) worth $477K as of Q2 2026.
  • Bell Investment Advisors sold 36 Meta Platforms (Facebook) shares in Q2 2026, an estimated $22K.
  • Meta Platforms (Facebook) made up 0.07% of Bell Investment Advisors's portfolio in Q2 2026, its #90 holding.
  • Bell Investment Advisors first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Meta Platforms (Facebook) position peaked at $875K in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.