CA
META icon

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

Carson Advisory’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 		$928K Sell
1,622
-22
-1% -$14.1K 0.48% 50
2025
Q4 		$1.09M Buy
1,644
+684
+71% +$457K 0.56% 41
2025
Q3 		$705K Sell
960
-419
-30% -$312K 0.38% 60
2025
Q2 		$1.02M Sell
1,379
-71
-5% -$43.9K 0.65% 41
2025
Q1 		$836K Buy
1,450
+28
+2% +$18.1K 0.56% 50
2024
Q4 		$833K Sell
1,422
-266
-16% -$156K 0.58% 51
2024
Q3 		$966K Sell
1,688
-55
-3% -$28.3K 0.61% 42
2024
Q2 		$879K Sell
1,743
-277
-14% -$135K 0.62% 40
2024
Q1 		$981K Sell
2,020
-74
-4% -$33K 0.69% 37
2023
Q4 		$741K Buy
2,094
+14
+0.7% +$4.56K 0.58% 50
2023
Q3 		$624K Sell
2,080
-1,080
-34% -$325K 0.55% 60
2023
Q2 		$907K Buy
3,160
+380
+14% +$93.8K 0.77% 33
2023
Q1 		$589K Sell
2,780
-392
-12% -$66.8K 0.52% 62
2022
Q4 		$382K Buy
3,172
+625
+25% +$73.4K 0.37% 72
2022
Q3 		$346K Sell
2,547
-200
-7% -$32.4K 0.38% 72
2022
Q2 		$443K Buy
2,747
+210
+8% +$40.5K 0.49% 60
2022
Q1 		$564K Buy
2,537
+230
+10% +$57.5K 0.56% 50
2021
Q4 		$776K Buy
+2,307
New +$766K 0.79% 37

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

Carson Advisory's META Position: Q1 2026 in Review

Carson Advisory reduced its Meta Platforms (Facebook) (META) stake by 1.3% in Q1 2026, selling an estimated $14.1K and leaving 1,622 shares worth $928K. The position accounts for 0.48% of the portfolio, ranked #50.

Carson Advisory first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Carson Advisory held 1,622 shares of Meta Platforms (Facebook) worth $928K as of Q1 2026.
  • Carson Advisory sold 22 Meta Platforms (Facebook) shares in Q1 2026, an estimated $14.1K.
  • Meta Platforms (Facebook) made up 0.48% of Carson Advisory's portfolio in Q1 2026, its #50 holding.
  • Carson Advisory first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Meta Platforms (Facebook) position peaked at $1.09M in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.