Cavalier Investments’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$768K Sell
1,342
-85
-6% -$54.5K 0.02% 101
2025
Q4
$942K Sell
1,427
-15,000
-91% -$10M 0.05% 69
2025
Q3
$11.5M Sell
16,427
-22,262
-58% -$16.6M 0.94% 20
2025
Q2
$28.6M Buy
38,689
+17,482
+82% +$10.8M 8.65% 2
2025
Q1
$12.2M Buy
21,207
+19,862
+1,477% +$12.8M 4.15% 5
2024
Q4
$788K Buy
1,345
+48
+4% +$28.2K 0.26% 53
2024
Q3
$742K Sell
1,297
-4,775
-79% -$2.46M 0.23% 71
2024
Q2
$3.06M Buy
6,072
+3,149
+108% +$1.53M 0.94% 27
2024
Q1
$1.42M Sell
2,923
-14,631
-83% -$6.53M 0.52% 49
2023
Q4
$6.21M Buy
17,554
+584
+3% +$190K 2.29% 10
2023
Q3
$5.09M Buy
16,970
+594
+4% +$179K 1.99% 12
2023
Q2
$4.7M Buy
16,376
+1,019
+7% +$251K 1.71% 14
2023
Q1
$3.25M Sell
15,357
-3,536
-19% -$602K 1.33% 30
2022
Q4
$2.27M Buy
18,893
+14,199
+302% +$1.67M 0.82% 37
2022
Q3
$637K Buy
4,694
+579
+14% +$93.8K 0.23% 70
2022
Q2
$664K Sell
4,115
-403
-9% -$77.7K 0.23% 85
2022
Q1
$1M Sell
4,518
-1,778
-28% -$444K 0.26% 83
2021
Q4
$2.12M Buy
6,296
+1,374
+28% +$456K 0.55% 48
2021
Q3
$1.67M Buy
4,922
+277
+6% +$99.8K 0.53% 57
2021
Q2
$1.61M Sell
4,645
-149
-3% -$47.8K 0.58% 63
2021
Q1
$1.41M Buy
4,794
+276
+6% +$74.3K 0.61% 66
2020
Q4
$1.23M Buy
4,518
+1,130
+33% +$310K 0.56% 72
2020
Q3
$887K Sell
3,388
-2,027
-37% -$523K 0.6% 39
2020
Q2
$1.23M Buy
+5,415
New +$1.13M 0.71% 52
2020
Q1
Sell
-1,925
Closed -$395K 126
2019
Q4
$395K Hold
1,925
0.17% 89
2019
Q3
$343K Buy
1,925
+962
+100% +$183K 0.15% 101
2019
Q2
$186K Hold
963
0.08% 102
2019
Q1
$161K Buy
+963
New +$153K 0.07% 115
2017
Q4
Sell
-1,695
Closed -$290K 161
2017
Q3
$290K Hold
1,695
0.14% 117
2017
Q2
$256K Buy
+1,695
New +$252K 0.14% 120

Other funds holding META

Cavalier Investments's META Position: Q1 2026 in Review

Cavalier Investments reduced its Meta Platforms (Facebook) (META) stake by 6% in Q1 2026, selling an estimated $54.5K and leaving 1,342 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #101.

Cavalier Investments first reported a position in META in Q2 2017 and has held it in 30 quarters since. The position peaked at $28.6M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Cavalier Investments held 1,342 shares of Meta Platforms (Facebook) worth $768K as of Q1 2026.
  • Cavalier Investments sold 85 Meta Platforms (Facebook) shares in Q1 2026, an estimated $54.5K.
  • Meta Platforms (Facebook) made up 0.02% of Cavalier Investments's portfolio in Q1 2026, its #101 holding.
  • Cavalier Investments first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 30 quarters since.
  • Cavalier Investments's Meta Platforms (Facebook) position peaked at $28.6M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Cavalier Investments's 13F filing for Q1 2026, filed 15 May 2026.