CF
META icon

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

Claris Financial’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 		$420K Sell
734
-159
-18% -$102K 0.23% 99
2025
Q4 		$589K Buy
893
+142
+19% +$94.8K 0.31% 77
2025
Q3 		$551K Buy
751
+43
+6% +$32K 0.31% 75
2025
Q2 		$522K Buy
708
+44
+7% +$27.2K 0.39% 71
2025
Q1 		$389K Hold
664
– – 0.26% 90
2024
Q4 		$389K Buy
+664
New +$390K 0.26% 90

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 Financial's META Position: Q1 2026 in Review

Claris Financial reduced its Meta Platforms (Facebook) (META) stake by 18% in Q1 2026, selling an estimated $102K and leaving 734 shares worth $420K. The position accounts for 0.23% of the portfolio, ranked #99.

Claris Financial first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $589K in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Claris Financial held 734 shares of Meta Platforms (Facebook) worth $420K as of Q1 2026.
  • Claris Financial sold 159 Meta Platforms (Facebook) shares in Q1 2026, an estimated $102K.
  • Meta Platforms (Facebook) made up 0.23% of Claris Financial's portfolio in Q1 2026, its #99 holding.
  • Claris Financial first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Claris Financial's Meta Platforms (Facebook) position peaked at $589K in Q4 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.