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Charter Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Charter Capital 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 		$431K Sell
765
-7
-0.9% -$4.28K 0.19% 46
2026
Q1 		$442K Buy
772
+7
+0.9% +$4.49K 0.22% 43
2025
Q4 		$505K Hold
765
– – 0.26% 38
2025
Q3 		$562K Buy
765
+44
+6% +$32.7K 0.3% 32
2025
Q2 		$532K Buy
+721
New +$446K 0.31% 34

Other funds holding META

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Charter Capital Management's META Position: Q2 2026 in Review

Charter Capital Management reduced its Meta Platforms (Facebook) (META) stake by 0.91% in Q2 2026, selling an estimated $4.28K and leaving 765 shares worth $431K. The position accounts for 0.19% of the portfolio, ranked #46.

Charter Capital Management first reported a position in META in Q2 2025 and has held it in 5 quarters since. The position peaked at $562K in Q3 2025. 2,657 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Charter Capital Management held 765 shares of Meta Platforms (Facebook) worth $431K as of Q2 2026.
  • Charter Capital Management sold 7 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.28K.
  • Meta Platforms (Facebook) made up 0.19% of Charter Capital Management's portfolio in Q2 2026, its #46 holding.
  • Charter Capital Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 5 quarters since.
  • Charter Capital Management's Meta Platforms (Facebook) position peaked at $562K in Q3 2025.
  • 2,657 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.