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

Carter 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
2026 Q2	$779K	Buy	1,384 +243	+21%	+$149K	0.4%	51
2026 Q1	$653K	Buy	1,141 +125	+12%	+$80.1K	0.4%	50
2025 Q4	$670K	Sell	1,016 -6	-0.6%	-$4.01K	0.4%	49
2025 Q3	$750K	Buy	1,022 +166	+19%	+$124K	0.45%	44
2025 Q2	$632K	Buy	+856	New	+$529K	0.41%	46
2022 Q1	$249K	Buy	+1,122	New	+$280K	0.33%	43

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Carter Financial Group increased its Meta Platforms (Facebook) (META) stake by 21% in Q2 2026, buying an estimated $149K and bringing the position to 1,384 shares worth $779K. The position accounts for 0.4% of the portfolio, ranked #51.

Carter Financial Group first reported a position in META in Q1 2022 and has held it in 6 quarters since. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Carter Financial Group held 1,384 shares of Meta Platforms (Facebook) worth $779K as of Q2 2026.
Carter Financial Group bought 243 Meta Platforms (Facebook) shares in Q2 2026, an estimated $149K.
Meta Platforms (Facebook) made up 0.4% of Carter Financial Group's portfolio in Q2 2026, its #51 holding.
Carter Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 6 quarters since.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.