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

Burling Wealth 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 		$12.2M Buy
21,677
+341
+2% +$209K 1.79% 17
2026
Q1 		$12.2M Buy
21,336
+2,306
+12% +$1.48M 1.97% 12
2025
Q4 		$12.6M Buy
19,030
+2,687
+16% +$1.79M 1.95% 14
2025
Q3 		$12M Buy
16,343
+2,490
+18% +$1.85M 1.99% 13
2025
Q2 		$10.2M Buy
13,853
+1,969
+17% +$1.22M 1.89% 12
2025
Q1 		$6.85M Buy
11,884
+1,318
+12% +$850K 1.44% 17
2024
Q4 		$6.19M Buy
+10,566
New +$6.2M 1.26% 18

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

Burling Wealth Partners's META Position: Q2 2026 in Review

Burling Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 1.6% in Q2 2026, buying an estimated $209K and bringing the position to 21,677 shares worth $12.2M. The position accounts for 1.79% of the portfolio, ranked #17.

Burling Wealth Partners first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.6M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Burling Wealth Partners held 21,677 shares of Meta Platforms (Facebook) worth $12.2M as of Q2 2026.
  • Burling Wealth Partners bought 341 Meta Platforms (Facebook) shares in Q2 2026, an estimated $209K.
  • Meta Platforms (Facebook) made up 1.79% of Burling Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Burling Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Burling Wealth Partners's Meta Platforms (Facebook) position peaked at $12.6M in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.