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Centerpoint Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Centerpoint Advisory 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 		$704K Buy
1,249
+34
+3% +$20.8K 0.45% 53
2026
Q1 		$695K Sell
1,215
-75
-6% -$48.1K 0.52% 45
2025
Q4 		$852K Hold
1,290
– – 0.66% 40
2025
Q3 		$947K Buy
1,290
+28
+2% +$20.8K 0.74% 35
2025
Q2 		$931K Buy
1,262
+216
+21% +$133K 0.81% 32
2025
Q1 		$603K Buy
1,046
+118
+13% +$76.1K 0.59% 47
2024
Q4 		$543K Buy
+928
New +$545K 0.53% 46

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

Centerpoint Advisory Group's META Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Meta Platforms (Facebook) (META) stake by 2.8% in Q2 2026, buying an estimated $20.8K and bringing the position to 1,249 shares worth $704K. The position accounts for 0.45% of the portfolio, ranked #53.

Centerpoint Advisory Group first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $947K in Q3 2025. 5,039 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Centerpoint Advisory Group held 1,249 shares of Meta Platforms (Facebook) worth $704K as of Q2 2026.
  • Centerpoint Advisory Group bought 34 Meta Platforms (Facebook) shares in Q2 2026, an estimated $20.8K.
  • Meta Platforms (Facebook) made up 0.45% of Centerpoint Advisory Group's portfolio in Q2 2026, its #53 holding.
  • Centerpoint Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Centerpoint Advisory Group's Meta Platforms (Facebook) position peaked at $947K in Q3 2025.
  • 5,039 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.