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Broadleaf Partners’s Meta Platforms (Facebook) META Stock Holding History

Broadleaf Partners’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 		$13.9M Sell
24,735
-557
-2% -$341K 2.7% 12
2026
Q1 		$14.5M Sell
25,292
-770
-3% -$493K 3.37% 9
2025
Q4 		$17.2M Sell
26,062
-27
-0.1% -$18K 3.63% 8
2025
Q3 		$19.2M Sell
26,089
-414
-2% -$308K 3.99% 6
2025
Q2 		$19.6M Sell
26,503
-147
-0.6% -$90.8K 4.31% 5
2025
Q1 		$15.4M Sell
26,650
-2,570
-9% -$1.66M 4.02% 7
2024
Q4 		$17.1M Sell
29,220
-339
-1% -$199K 4% 5
2024
Q3 		$16.9M Sell
29,559
-4,107
-12% -$2.11M 4% 5
2024
Q2 		$17M Buy
33,666
+758
+2% +$368K 4.11% 5
2024
Q1 		$16M Sell
32,908
-173
-0.5% -$77.2K 4.1% 4
2023
Q4 		$11.7M Sell
33,081
-107
-0.3% -$34.8K 3.43% 7
2023
Q3 		$9.96M Buy
33,188
+15,462
+87% +$4.66M 3.33% 9
2023
Q2 		$5.09M Buy
+17,726
New +$4.37M 1.66% 29
2022
Q1 		– Sell
-37,943
Closed -$12.8M – 71
2021
Q4 		$12.8M Sell
37,943
-160
-0.4% -$53.1K 3.92% 5
2021
Q3 		$12.9M Buy
38,103
+1,822
+5% +$656K 4.28% 5
2021
Q2 		$12.6M Sell
36,281
-1,169
-3% -$375K 4.38% 5
2021
Q1 		$11M Buy
37,450
+1,533
+4% +$413K 4.15% 5
2020
Q4 		$9.81M Buy
35,917
+8,419
+31% +$2.31M 3.87% 6
2020
Q3 		$7.2M Sell
27,498
-5,731
-17% -$1.48M 3.17% 7
2020
Q2 		$7.54M Buy
33,229
+328
+1% +$68.5K 3.7% 7
2020
Q1 		$5.49M Sell
32,901
-197
-0.6% -$38.6K 3.54% 9
2019
Q4 		$6.79M Sell
33,098
-360
-1% -$69.7K 3.72% 6
2019
Q3 		$5.96M Sell
33,458
-3,368
-9% -$640K 3.72% 6
2019
Q2 		$7.11M Buy
36,826
+97
+0.3% +$17.7K 4.55% 5
2019
Q1 		$6.12M Buy
36,729
+8,338
+29% +$1.33M 4.27% 5
2018
Q4 		$3.72M Sell
28,391
-6,208
-18% -$899K 2.97% 10
2018
Q3 		$5.69M Buy
34,599
+3,271
+10% +$592K 3.82% 5
2018
Q2 		$6.09M Sell
31,328
-34
-0.1% -$6.14K 4.46% 4
2018
Q1 		$5.01M Sell
31,362
-32
-0.1% -$5.75K 3.86% 7
2017
Q4 		$5.54M Buy
+31,394
New +$5.55M 4.6% 5

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

Broadleaf Partners's META Position: Q2 2026 in Review

Broadleaf Partners reduced its Meta Platforms (Facebook) (META) stake by 2.2% in Q2 2026, selling an estimated $341K and leaving 24,735 shares worth $13.9M. The position accounts for 2.7% of the portfolio, ranked #12.

Broadleaf Partners first reported a position in META in Q4 2017 and has held it in 30 quarters since. The position peaked at $19.6M in Q2 2025. 5,074 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Broadleaf Partners held 24,735 shares of Meta Platforms (Facebook) worth $13.9M as of Q2 2026.
  • Broadleaf Partners sold 557 Meta Platforms (Facebook) shares in Q2 2026, an estimated $341K.
  • Meta Platforms (Facebook) made up 2.7% of Broadleaf Partners's portfolio in Q2 2026, its #12 holding.
  • Broadleaf Partners first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 30 quarters since.
  • Broadleaf Partners's Meta Platforms (Facebook) position peaked at $19.6M in Q2 2025.
  • 5,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.