Cardinal Point Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Cardinal Point Capital 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 Q2	$2.42M	Sell	4,299 -10	-0.2%	-$6.12K	0.14%	78
2026 Q1	$2.47M	Buy	4,309 +1,099	+34%	+$704K	0.15%	73
2025 Q4	$2.12M	Sell	3,210 -429	-12%	-$286K	0.14%	80
2025 Q3	$2.65M	Buy	3,639 +15	+0.4%	+$11.2K	0.19%	67
2025 Q2	$2.67M	Buy	3,624 +2,366	+188%	+$1.46M	0.21%	64
2025 Q1	$725K	Buy	1,258 +56	+5%	+$36.1K	0.07%	96
2024 Q4	$704K	Buy	1,202 +595	+98%	+$349K	0.11%	46
2024 Q3	$347K	Buy	+607	New	+$312K	0.06%	65

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

Cardinal Point Capital Management's META Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Meta Platforms (Facebook) (META) stake by 0.23% in Q2 2026, selling an estimated $6.12K and leaving 4,299 shares worth $2.42M. The position accounts for 0.14% of the portfolio, ranked #78.

Cardinal Point Capital Management first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.67M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Cardinal Point Capital Management held 4,299 shares of Meta Platforms (Facebook) worth $2.42M as of Q2 2026.
Cardinal Point Capital Management sold 10 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.12K.
Meta Platforms (Facebook) made up 0.14% of Cardinal Point Capital Management's portfolio in Q2 2026, its #78 holding.
Cardinal Point Capital Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
Cardinal Point Capital Management's Meta Platforms (Facebook) position peaked at $2.67M in Q2 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.