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
Q1 		$1.89M Buy
+3,300
New +$2.11M ﹤0.01% 1253

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

CAPTRUST Financial Advisors's META Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 24% in Q1 2026, buying an estimated $73.2M and bringing the position to 598,601 shares worth $342M. The position accounts for 0.6% of the portfolio, ranked #29.

CAPTRUST Financial Advisors first reported a position in META in Q3 2017 and has held it in 35 quarters since. The position peaked at $400M in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • CAPTRUST Financial Advisors held 598,601 shares of Meta Platforms (Facebook) worth $342M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 114,259 Meta Platforms (Facebook) shares in Q1 2026, an estimated $73.2M.
  • Meta Platforms (Facebook) made up 0.6% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #29 holding.
  • CAPTRUST Financial Advisors first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 35 quarters since.
  • CAPTRUST Financial Advisors's Meta Platforms (Facebook) position peaked at $400M in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.