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Carr Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Carr Financial Group’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
2025
Q1 		– Sell
-500
Closed -$293K – 184
2024
Q4 		$293K Buy
+500
New +$293K 0.09% 152

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

Carr Financial Group's META Position: Q2 2026 in Review

Carr Financial Group reduced its Meta Platforms (Facebook) (META) stake by 9.1% in Q2 2026, selling an estimated $80.7K and leaving 1,320 shares worth $744K. The position accounts for 0.17% of the portfolio, ranked #84.

Carr Financial Group first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.46M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Carr Financial Group held 1,320 shares of Meta Platforms (Facebook) worth $744K as of Q2 2026.
  • Carr Financial Group sold 132 Meta Platforms (Facebook) shares in Q2 2026, an estimated $80.7K.
  • Meta Platforms (Facebook) made up 0.17% of Carr Financial Group's portfolio in Q2 2026, its #84 holding.
  • Carr Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • Carr Financial Group's Meta Platforms (Facebook) position peaked at $1.46M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.