CAPTRUST Financial Advisors
META icon

CAPTRUST Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

CAPTRUST Financial 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 		$338K Buy
600
+300
+100% +$183K ﹤0.01% 2491
2026
Q1 		$172K Buy
+300
New +$192K ﹤0.01% 2722

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

CAPTRUST Financial Advisors's META Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 6.8% in Q2 2026, buying an estimated $24.7M and bringing the position to 639,025 shares worth $360M. The position accounts for 0.55% of the portfolio, ranked #33.

CAPTRUST Financial Advisors first reported a position in META in Q3 2017 and has held it in 36 quarters since. The position peaked at $400M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • CAPTRUST Financial Advisors held 639,025 shares of Meta Platforms (Facebook) worth $360M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 40,424 Meta Platforms (Facebook) shares in Q2 2026, an estimated $24.7M.
  • Meta Platforms (Facebook) made up 0.55% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #33 holding.
  • CAPTRUST Financial Advisors first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's Meta Platforms (Facebook) position peaked at $400M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.