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Brio Consultants’s Meta Platforms (Facebook) META Stock Holding History

Brio Consultants’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 		$1.06M Buy
1,881
+442
+31% +$270K 0.12% 78
2026
Q1 		$871K Buy
1,439
+52
+4% +$33.3K 0.11% 79
2025
Q4 		$916K Buy
1,387
+453
+49% +$302K 0.12% 78
2025
Q3 		$686K Sell
934
-4
-0.4% -$2.98K 0.09% 82
2025
Q2 		$692K Buy
938
+90
+11% +$55.6K 0.1% 79
2025
Q1 		$489K Buy
848
+22
+3% +$14.2K 0.08% 79
2024
Q4 		$484K Sell
826
-24
-3% -$14.1K 0.08% 82
2024
Q3 		$487K Hold
850
– – 0.08% 80
2024
Q2 		$429K Sell
850
-51
-6% -$24.8K 0.07% 75
2024
Q1 		$438K Buy
+901
New +$402K 0.07% 73
2022
Q3 		– Sell
-7,500
Closed -$1.23M – 96
2022
Q2 		$1.23M Sell
7,500
-72
-1% -$13.9K 0.28% 36
2022
Q1 		$1.68M Sell
7,572
-105
-1% -$26.2K 0.36% 32
2021
Q4 		$2.58M Sell
7,677
-11,942
-61% -$3.96M 0.61% 26
2021
Q3 		$6.66M Sell
19,619
-600
-3% -$216K 1.62% 20
2021
Q2 		$7.03M Sell
20,219
-618
-3% -$198K 1.8% 19
2021
Q1 		$6.14M Sell
20,837
-2,657
-11% -$715K 1.81% 19
2020
Q4 		$6.42M Sell
23,494
-762
-3% -$209K 2.07% 18
2020
Q3 		$6.35M Sell
24,256
-496
-2% -$128K 1.92% 18
2020
Q2 		$5.62M Sell
24,752
-372
-1% -$77.7K 1.88% 17
2020
Q1 		$4.19M Sell
25,124
-5,253
-17% -$1.03M 1.67% 18
2019
Q4 		$6.24M Sell
30,377
-309
-1% -$59.9K 2.1% 16
2019
Q3 		$5.46M Buy
30,686
+14,680
+92% +$2.79M 2.05% 17
2019
Q2 		$3.09M Sell
16,006
-2,600
-14% -$475K 1.24% 22
2019
Q1 		$3.1M Hold
18,606
– – 1.37% 22
2018
Q4 		$2.44M Buy
+18,606
New +$2.7M 1.25% 20

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

Brio Consultants's META Position: Q2 2026 in Review

Brio Consultants increased its Meta Platforms (Facebook) (META) stake by 31% in Q2 2026, buying an estimated $270K and bringing the position to 1,881 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #78.

Brio Consultants first reported a position in META in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.03M in Q2 2021. 5,067 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Brio Consultants held 1,881 shares of Meta Platforms (Facebook) worth $1.06M as of Q2 2026.
  • Brio Consultants bought 442 Meta Platforms (Facebook) shares in Q2 2026, an estimated $270K.
  • Meta Platforms (Facebook) made up 0.12% of Brio Consultants's portfolio in Q2 2026, its #78 holding.
  • Brio Consultants first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 25 quarters since.
  • Brio Consultants's Meta Platforms (Facebook) position peaked at $7.03M in Q2 2021.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.