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Carroll Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Carroll Advisory 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
2026
Q1 		– Sell
-318
Closed -$210K – 74
2025
Q4 		$210K Buy
+318
New +$212K 0.09% 69

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carroll Advisory Group's META Position: Q1 2026 in Review

Carroll Advisory Group sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 318 shares — an estimated $210K sold.

Carroll Advisory Group first reported a position in META in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 5,094 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Carroll Advisory Group reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Carroll Advisory Group sold 318 Meta Platforms (Facebook) shares in Q1 2026, an estimated $210K.
  • Carroll Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2025 and held it in 1 quarter.
  • Carroll Advisory Group's Meta Platforms (Facebook) position peaked at $210K in Q4 2025.
  • 5,094 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Carroll Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.