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Calamos Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Calamos Wealth Management’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 		– Sell
-300
Closed -$220K – 565
2025
Q4 		$220K Buy
+300
New +$200K 0.01% 421
2023
Q1 		– Sell
-5,000
Closed -$602K – 328
2022
Q4 		$602K Buy
5,000
+3,000
+150% +$352K 0.05% 183
2022
Q3 		$271K Buy
+2,000
New +$324K 0.02% 262

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

Calamos Wealth Management's META Position: Q2 2026 in Review

Calamos Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2% in Q2 2026, buying an estimated $984K and bringing the position to 81,829 shares worth $46.1M. The position accounts for 1.39% of the portfolio, ranked #16.

Calamos Wealth Management first reported a position in META in Q2 2013 and has held it in 53 quarters since. The position peaked at $49M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Calamos Wealth Management held 81,829 shares of Meta Platforms (Facebook) worth $46.1M as of Q2 2026.
  • Calamos Wealth Management bought 1,610 Meta Platforms (Facebook) shares in Q2 2026, an estimated $984K.
  • Meta Platforms (Facebook) made up 1.39% of Calamos Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Calamos Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 53 quarters since.
  • Calamos Wealth Management's Meta Platforms (Facebook) position peaked at $49M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.