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Chatterton & Associates’s Meta Platforms (Facebook) META Stock Holding History

Chatterton & Associates’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 		$371K Buy
588
+29
+5% +$17.7K 0.22% 70
2026
Q1 		$351K Buy
559
+39
+8% +$25K 0.25% 64
2025
Q4 		$343K Buy
+520
New +$347K 0.29% 57

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Chatterton & Associates's META Position: Q2 2026 in Review

Chatterton & Associates increased its Meta Platforms (Facebook) (META) stake by 5.2% in Q2 2026, buying an estimated $17.7K and bringing the position to 588 shares worth $371K. The position accounts for 0.22% of the portfolio, ranked #70.

Chatterton & Associates first reported a position in META in Q4 2025 and has held it in 3 quarters since. 3,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Chatterton & Associates held 588 shares of Meta Platforms (Facebook) worth $371K as of Q2 2026.
  • Chatterton & Associates bought 29 Meta Platforms (Facebook) shares in Q2 2026, an estimated $17.7K.
  • Meta Platforms (Facebook) made up 0.22% of Chatterton & Associates's portfolio in Q2 2026, its #70 holding.
  • Chatterton & Associates first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • 3,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.