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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
Q2 		$9.84M Buy
17,469
+718
+4% +$439K 1.03% 21
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Claro Advisors's META Position: Q2 2026 in Review

Claro Advisors increased its Meta Platforms (Facebook) (META) stake by 4.3% in Q2 2026, buying an estimated $439K and bringing the position to 17,469 shares worth $9.84M. The position accounts for 1.03% of the portfolio, ranked #21.

Claro Advisors first reported a position in META in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.7M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Claro Advisors held 17,469 shares of Meta Platforms (Facebook) worth $9.84M as of Q2 2026.
  • Claro Advisors bought 718 Meta Platforms (Facebook) shares in Q2 2026, an estimated $439K.
  • Meta Platforms (Facebook) made up 1.03% of Claro Advisors's portfolio in Q2 2026, its #21 holding.
  • Claro Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 31 quarters since.
  • Claro Advisors's Meta Platforms (Facebook) position peaked at $10.7M in Q2 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.