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

Clayton Financial Group’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 		– Sell
-231
Closed -$132K – 375
2026
Q1 		$132K Hold
231
– – 0.07% 95
2025
Q4 		$152K Buy
231
+119
+106% +$79.5K 0.08% 86
2025
Q3 		$82K Buy
+112
New +$83.4K 0.06% 76
2025
Q2 		– Sell
-773
Closed -$445K – 77
2025
Q1 		$445K Hold
773
– – 0.16% 71
2024
Q4 		$452K Buy
773
+1
+0.1% +$587 0.16% 71
2024
Q3 		$442K Buy
772
+302
+64% +$155K 0.17% 68
2024
Q2 		$228K Hold
470
– – 0.1% 95
2024
Q1 		$228K Buy
+470
New +$210K 0.1% 94

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

Clayton Financial Group's META Position: Q2 2026 in Review

Clayton Financial Group sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 231 shares — an estimated $132K sold.

Clayton Financial Group first reported a position in META in Q1 2024 and held it in 8 quarters. The position peaked at $452K in Q4 2024. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Clayton Financial Group reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 231 Meta Platforms (Facebook) shares in Q2 2026, an estimated $132K.
  • Clayton Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and held it in 8 quarters.
  • Clayton Financial Group's Meta Platforms (Facebook) position peaked at $452K in Q4 2024.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.