Cassia Capital Partners
META icon

Cassia Capital Partners’s Meta Platforms (Facebook) META Stock Holding History

Cassia Capital Partners’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
Q3 		$1.8M Buy
2,479
+161
+7% +$100K 0.87% 26
2026
Q2 		$1.31M Buy
2,318
+27
+1% +$16.5K 0.63% 38
2026
Q1 		$1.31M Buy
2,291
+150
+7% +$96.1K 0.67% 39
2025
Q4 		$1.41M Sell
2,141
-62
-3% -$41.4K 0.76% 29
2025
Q3 		$1.62M Buy
2,203
+189
+9% +$141K 0.88% 21
2025
Q2 		$1.49M Buy
2,014
+55
+3% +$34K 0.89% 21
2025
Q1 		$1.13M Buy
1,959
+13
+0.7% +$8.39K 0.7% 31
2024
Q4 		$1.14M Buy
1,946
+283
+17% +$166K 0.73% 20
2024
Q3 		$952K Sell
1,663
-134
-7% -$68.9K 0.63% 19
2024
Q2 		$906K Buy
1,797
+98
+6% +$47.6K 0.6% 23
2024
Q1 		$825K Buy
1,699
+84
+5% +$37.5K 0.55% 28
2023
Q4 		$572K Buy
1,615
+85
+6% +$27.7K 0.47% 29
2023
Q3 		$459K Buy
1,530
+37
+2% +$11.1K 0.38% 39
2023
Q2 		$428K Buy
+1,493
New +$368K 0.34% 42
2022
Q1 		– Sell
-748
Closed -$252K – 62
2021
Q4 		$252K Buy
+748
New +$248K 0.17% 53

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Cassia Capital Partners's META Position: Q3 2026 in Review

Cassia Capital Partners increased its Meta Platforms (Facebook) (META) stake by 6.9% in Q3 2026, buying an estimated $100K and bringing the position to 2,479 shares worth $1.8M. The position accounts for 0.87% of the portfolio, ranked #26.

Cassia Capital Partners first reported a position in META in Q4 2021 and has held it in 15 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Cassia Capital Partners held 2,479 shares of Meta Platforms (Facebook) worth $1.8M as of Q3 2026.
  • Cassia Capital Partners bought 161 Meta Platforms (Facebook) shares in Q3 2026, an estimated $100K.
  • Meta Platforms (Facebook) made up 0.87% of Cassia Capital Partners's portfolio in Q3 2026, its #26 holding.
  • Cassia Capital Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Cassia Capital Partners's 13F filing for Q3 2026, filed 4 Nov 2026.