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

Claro 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 		$9.58M Buy
16,751
+1,478
+10% +$947K 1.15% 16
2025
Q4 		$10.1M Buy
15,273
+778
+5% +$520K 1.37% 16
2025
Q3 		$10.6M Buy
14,495
+56
+0.4% +$41.7K 1.55% 15
2025
Q2 		$10.7M Sell
14,439
-2,944
-17% -$1.82M 1.76% 14
2025
Q1 		$10M Buy
17,383
+264
+2% +$170K 1.34% 14
2024
Q4 		$10M Buy
17,119
+153
+0.9% +$89.8K 1.35% 14
2024
Q3 		$9.71M Buy
16,966
+2,613
+18% +$1.34M 1.25% 14
2024
Q2 		$7.24M Buy
14,353
+994
+7% +$483K 1.13% 16
2024
Q1 		$6.49M Buy
13,359
+1,482
+12% +$661K 1.13% 16
2023
Q4 		$4.2M Buy
11,877
+166
+1% +$54.1K 0.91% 18
2023
Q3 		$3.52M Buy
11,711
+15
+0.1% +$4.52K 0.88% 22
2023
Q2 		$3.36M Sell
11,696
-664
-5% -$164K 0.83% 20
2023
Q1 		$2.62M Buy
12,360
+594
+5% +$101K 0.77% 22
2022
Q4 		$1.42M Sell
11,766
-5,024
-30% -$590K 0.46% 51
2022
Q3 		$2.71M Hold
16,790
– – 1.08% 17
2022
Q2 		$2.71M Buy
16,790
+3,537
+27% +$682K 1.08% 17
2022
Q1 		$4.46M Hold
13,253
– – 1.6% 7
2021
Q4 		$4.46M Buy
13,253
+230
+2% +$76.4K 1.6% 7
2021
Q3 		$4.42M Buy
13,023
+374
+3% +$135K 1.86% 7
2021
Q2 		$4.4M Buy
12,649
+102
+0.8% +$32.7K 1.98% 8
2021
Q1 		$3.69M Buy
12,547
+124
+1% +$33.4K 1.87% 7
2020
Q4 		$3.39M Buy
12,423
+342
+3% +$93.8K 1.8% 7
2020
Q3 		$3.16M Sell
12,081
-233
-2% -$60.1K 2.01% 7
2020
Q2 		$2.8M Buy
12,314
+868
+8% +$181K 1.92% 8
2020
Q1 		$1.91M Buy
11,446
+1,563
+16% +$306K 1.78% 10
2019
Q4 		$2.03M Buy
9,883
+253
+3% +$49K 1.56% 12
2019
Q3 		$1.72M Sell
9,630
-57
-0.6% -$10.8K 1.52% 15
2019
Q2 		$1.87M Sell
9,687
-207
-2% -$37.8K 1.73% 9
2019
Q1 		$1.65M Sell
9,894
-1,193
-11% -$190K 1.63% 11
2018
Q4 		$1.82M Buy
+11,087
New +$1.61M 1.46% 9

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

Claro Advisors's META Position: Q1 2026 in Review

Claro Advisors increased its Meta Platforms (Facebook) (META) stake by 9.7% in Q1 2026, buying an estimated $947K and bringing the position to 16,751 shares worth $9.58M. The position accounts for 1.15% of the portfolio, ranked #16.

Claro Advisors first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.7M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Claro Advisors held 16,751 shares of Meta Platforms (Facebook) worth $9.58M as of Q1 2026.
  • Claro Advisors bought 1,478 Meta Platforms (Facebook) shares in Q1 2026, an estimated $947K.
  • Meta Platforms (Facebook) made up 1.15% of Claro Advisors's portfolio in Q1 2026, its #16 holding.
  • Claro Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Meta Platforms (Facebook) position peaked at $10.7M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.