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Claris Advisors’s Meta Platforms (Facebook) META Stock Holding History

Claris Advisors’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 		$1.02M Sell
1,777
-208
-10% -$133K 0.3% 32
2025
Q4 		$1.31M Buy
1,985
+48
+2% +$32.1K 0.4% 28
2025
Q3 		$1.43M Hold
1,937
– – 0.5% 28
2025
Q2 		$1.43M Sell
1,937
-343
-15% -$212K 0.5% 28
2025
Q1 		$1.31M Buy
2,280
+200
+10% +$129K 0.49% 27
2024
Q4 		$1.22M Buy
2,080
+234
+13% +$137K 0.46% 25
2024
Q3 		$1.06M Sell
1,846
-117
-6% -$60.2K 0.46% 25
2024
Q2 		$990K Buy
1,963
+32
+2% +$15.6K 0.51% 24
2024
Q1 		$938K Buy
1,931
+2
+0.1% +$892 0.47% 22
2023
Q4 		$683K Buy
1,929
+710
+58% +$231K 0.38% 25
2023
Q3 		$366K Hold
1,219
– – 0.23% 30
2023
Q2 		$350K Sell
1,219
-50
-4% -$12.3K 0.24% 31
2023
Q1 		$269K Buy
+1,269
New +$216K 0.2% 36
2022
Q4 		– Sell
-1,531
Closed -$208K – 51
2022
Q3 		$208K Hold
1,531
– – 0.24% 40
2022
Q2 		$247K Sell
1,531
-34
-2% -$6.56K 0.27% 36
2022
Q1 		$348K Buy
1,565
+59
+4% +$14.7K 0.37% 30
2021
Q4 		$507K Buy
+1,506
New +$500K 0.54% 18

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

Claris Advisors's META Position: Q1 2026 in Review

Claris Advisors reduced its Meta Platforms (Facebook) (META) stake by 10% in Q1 2026, selling an estimated $133K and leaving 1,777 shares worth $1.02M. The position accounts for 0.3% of the portfolio, ranked #32.

Claris Advisors first reported a position in META in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.43M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Claris Advisors held 1,777 shares of Meta Platforms (Facebook) worth $1.02M as of Q1 2026.
  • Claris Advisors sold 208 Meta Platforms (Facebook) shares in Q1 2026, an estimated $133K.
  • Meta Platforms (Facebook) made up 0.3% of Claris Advisors's portfolio in Q1 2026, its #32 holding.
  • Claris Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 17 quarters since.
  • Claris Advisors's Meta Platforms (Facebook) position peaked at $1.43M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.