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Catherine Avery Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Catherine Avery Investment Management’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 		$23.7K Sell
42
-1
-2% -$611 0.01% 87
2026
Q1 		$24.6K Buy
43
+1
+2% +$641 0.01% 76
2025
Q4 		$27.7K Hold
42
– – 0.02% 76
2025
Q3 		$30.8K Hold
42
– – 0.02% 77
2025
Q2 		$31K Hold
42
– – 0.02% 74
2025
Q1 		$24.2K Hold
42
– – 0.02% 78
2024
Q4 		$24.6K Buy
+42
New +$24.7K 0.02% 72

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
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

Catherine Avery Investment Management's META Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Meta Platforms (Facebook) (META) stake by 2.3% in Q2 2026, selling an estimated $611 and leaving 42 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #87.

Catherine Avery Investment Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $31K in Q2 2025. 5,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Catherine Avery Investment Management held 42 shares of Meta Platforms (Facebook) worth $23.7K as of Q2 2026.
  • Catherine Avery Investment Management sold 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #87 holding.
  • Catherine Avery Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Meta Platforms (Facebook) position peaked at $31K in Q2 2025.
  • 5,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.