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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
Q2 		$1.1M Buy
1,960
+338
+21% +$207K 0.51% 45
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 $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 $3.38T AUM 44.17% 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

Carson Advisory's META Position: Q2 2026 in Review

Carson Advisory increased its Meta Platforms (Facebook) (META) stake by 21% in Q2 2026, buying an estimated $207K and bringing the position to 1,960 shares worth $1.1M. The position accounts for 0.51% of the portfolio, ranked #45.

Carson Advisory first reported a position in META in Q4 2021 and has held it in 19 quarters since. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Carson Advisory held 1,960 shares of Meta Platforms (Facebook) worth $1.1M as of Q2 2026.
  • Carson Advisory bought 338 Meta Platforms (Facebook) shares in Q2 2026, an estimated $207K.
  • Meta Platforms (Facebook) made up 0.51% of Carson Advisory's portfolio in Q2 2026, its #45 holding.
  • Carson Advisory first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.