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 Q2	$1.15M	Buy	2,049 +772	+60%	+$472K	0.38%	43
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Caerus Investment Advisors's META Position: Q2 2026 in Review

Caerus Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 60% in Q2 2026, buying an estimated $472K and bringing the position to 2,049 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #43.

Caerus Investment Advisors first reported a position in META in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.37M in Q3 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

Caerus Investment Advisors held 2,049 shares of Meta Platforms (Facebook) worth $1.15M as of Q2 2026.
Caerus Investment Advisors bought 772 Meta Platforms (Facebook) shares in Q2 2026, an estimated $472K.
Meta Platforms (Facebook) made up 0.38% of Caerus Investment Advisors's portfolio in Q2 2026, its #43 holding.
Caerus Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 11 quarters since.
Caerus Investment Advisors's Meta Platforms (Facebook) position peaked at $1.37M in Q3 2025.
5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.