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Brookwood Investment Group’s Meta Platforms (Facebook) META Stock Holding History

Brookwood Investment Group’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 		$8.16M Buy
14,484
+3,634
+33% +$2.22M 0.92% 13
2026
Q1 		$6.21M Sell
10,850
-4,936
-31% -$3.16M 0.77% 22
2025
Q4 		$10.4M Sell
15,786
-5,134
-25% -$3.43M 1.25% 13
2025
Q3 		$15.4M Buy
20,920
+3,492
+20% +$2.6M 1.98% 9
2025
Q2 		$12.9M Buy
17,428
+1,006
+6% +$622K 2.07% 9
2025
Q1 		$9.47M Buy
+16,422
New +$10.6M 1.63% 11

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

Brookwood Investment Group's META Position: Q2 2026 in Review

Brookwood Investment Group increased its Meta Platforms (Facebook) (META) stake by 33% in Q2 2026, buying an estimated $2.22M and bringing the position to 14,484 shares worth $8.16M. The position accounts for 0.92% of the portfolio, ranked #13.

Brookwood Investment Group first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $15.4M in Q3 2025. 5,080 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Brookwood Investment Group held 14,484 shares of Meta Platforms (Facebook) worth $8.16M as of Q2 2026.
  • Brookwood Investment Group bought 3,634 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.22M.
  • Meta Platforms (Facebook) made up 0.92% of Brookwood Investment Group's portfolio in Q2 2026, its #13 holding.
  • Brookwood Investment Group first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Meta Platforms (Facebook) position peaked at $15.4M in Q3 2025.
  • 5,080 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.