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Cladis Investment Advisory’s Meta Platforms (Facebook) META Stock Holding History

Cladis Investment Advisory’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
Q1 		$1.52M Buy
2,664
+85
+3% +$54.5K 0.84% 35
2025
Q4 		$1.7M Buy
2,579
+55
+2% +$36.7K 0.93% 28
2025
Q3 		$1.85M Buy
2,524
+1
+0% +$744 1.06% 24
2025
Q2 		$1.86M Hold
2,523
– – 1.17% 22
2025
Q1 		$1.45M Buy
2,523
+10
+0.4% +$6.45K 1.05% 30
2024
Q4 		$1.47M Sell
2,513
-202
-7% -$119K 1.04% 30
2024
Q3 		$1.55M Sell
2,715
-1,100
-29% -$566K 1.08% 23
2024
Q2 		$1.92M Hold
3,815
– – 1.4% 15
2024
Q1 		$1.85M Sell
3,815
-445
-10% -$199K 1.36% 17
2023
Q4 		$1.51M Sell
4,260
-6,995
-62% -$2.28M 1.19% 23
2023
Q3 		$3.38M Buy
11,255
+8,150
+262% +$2.46M 2.96% 5
2023
Q2 		$891K Sell
3,105
-500
-14% -$123K 0.77% 42
2023
Q1 		$764K Sell
3,605
-292
-7% -$49.7K 0.69% 44
2022
Q4 		$469K Buy
3,897
+1,695
+77% +$199K 0.47% 69
2022
Q3 		$299K Buy
2,202
+2
+0.1% +$324 0.32% 92
2022
Q2 		$355K Hold
2,200
– – 0.35% 86
2022
Q1 		$489K Hold
2,200
– – 0.4% 81
2021
Q4 		$740K Buy
+2,200
New +$730K 0.59% 56

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

Cladis Investment Advisory's META Position: Q1 2026 in Review

Cladis Investment Advisory increased its Meta Platforms (Facebook) (META) stake by 3.3% in Q1 2026, buying an estimated $54.5K and bringing the position to 2,664 shares worth $1.52M. The position accounts for 0.84% of the portfolio, ranked #35.

Cladis Investment Advisory first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.38M in Q3 2023. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Cladis Investment Advisory held 2,664 shares of Meta Platforms (Facebook) worth $1.52M as of Q1 2026.
  • Cladis Investment Advisory bought 85 Meta Platforms (Facebook) shares in Q1 2026, an estimated $54.5K.
  • Meta Platforms (Facebook) made up 0.84% of Cladis Investment Advisory's portfolio in Q1 2026, its #35 holding.
  • Cladis Investment Advisory first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Cladis Investment Advisory's Meta Platforms (Facebook) position peaked at $3.38M in Q3 2023.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.