Charis Legacy Partners’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
Q2
$259K Buy
460
+49
+12% +$30K 0.32% 25
2026
Q1
$235K Buy
411
+60
+17% +$38.5K 0.34% 25
2025
Q4
$232K Sell
351
-136
-28% -$90.8K 0.34% 25
2025
Q3
$358K Buy
+487
New +$362K 0.53% 22

Other funds holding META

Charis Legacy Partners's META Position: Q2 2026 in Review

Charis Legacy Partners increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, buying an estimated $30K and bringing the position to 460 shares worth $259K. The position accounts for 0.32% of the portfolio, ranked #25.

Charis Legacy Partners first reported a position in META in Q3 2025 and has held it in 4 quarters since. The position peaked at $358K in Q3 2025. 2,121 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Charis Legacy Partners held 460 shares of Meta Platforms (Facebook) worth $259K as of Q2 2026.
  • Charis Legacy Partners bought 49 Meta Platforms (Facebook) shares in Q2 2026, an estimated $30K.
  • Meta Platforms (Facebook) made up 0.32% of Charis Legacy Partners's portfolio in Q2 2026, its #25 holding.
  • Charis Legacy Partners first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • Charis Legacy Partners's Meta Platforms (Facebook) position peaked at $358K in Q3 2025.
  • 2,121 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Charis Legacy Partners's 13F filing for Q2 2026, filed 9 Jul 2026.