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

Cavalier Investments’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
2025
Q4 		– Sell
-400
Closed -$29.4M – 100
2025
Q3 		$29.4M Buy
+400
New +$298K 2.41% 8

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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.