CIA
META icon

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

Caerus 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
Q1 		$731K Sell
1,277
-282
-18% -$181K 0.3% 63
2025
Q4 		$1.03M Sell
1,559
-301
-16% -$201K 0.33% 59
2025
Q3 		$1.37M Buy
1,860
+1,374
+283% +$1.02M 0.56% 24
2025
Q2 		$359K Hold
486
– – 0.34% 24
2025
Q1 		$280K Buy
486
+16
+3% +$10.3K 0.27% 24
2024
Q4 		$275K Sell
470
-5
-1% -$2.94K 0.26% 24
2024
Q3 		$272K Hold
475
– – 0.26% 25
2024
Q2 		$240K Hold
475
– – 0.23% 27
2024
Q1 		$231K Buy
+475
New +$212K 0.22% 30
2022
Q1 		– Sell
-1,152
Closed -$387K – 71
2021
Q4 		$387K Buy
+1,152
New +$382K 0.42% 42

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Caerus Investment Advisors's META Position: Q1 2026 in Review

Caerus Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 18% in Q1 2026, selling an estimated $181K and leaving 1,277 shares worth $731K. The position accounts for 0.3% of the portfolio, ranked #63.

Caerus Investment Advisors first reported a position in META in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.37M in Q3 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Caerus Investment Advisors held 1,277 shares of Meta Platforms (Facebook) worth $731K as of Q1 2026.
  • Caerus Investment Advisors sold 282 Meta Platforms (Facebook) shares in Q1 2026, an estimated $181K.
  • Meta Platforms (Facebook) made up 0.3% of Caerus Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • Caerus Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 10 quarters since.
  • Caerus Investment Advisors's Meta Platforms (Facebook) position peaked at $1.37M in Q3 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.