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

Clear Point 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	$489K	Sell	854 -42	-5%	-$26.9K	0.38%	50
2025 Q4	$591K	Hold	896	–	–	0.46%	64
2025 Q3	$658K	Buy	896 +73	+9%	+$54.3K	0.51%	61
2025 Q2	$608K	Buy	823 +36	+5%	+$22.2K	0.51%	60
2025 Q1	$454K	Sell	787 -248	-24%	-$160K	0.41%	69
2024 Q4	$606K	Sell	1,035 -15	-1%	-$8.8K	0.52%	58
2024 Q3	$601K	Hold	1,050	–	–	0.46%	59
2024 Q2	$529K	Buy	1,050 +14	+1%	+$6.8K	0.43%	60
2024 Q1	$503K	Buy	1,036 +75	+8%	+$33.5K	0.41%	65
2023 Q4	$340K	Buy	+961	New	+$313K	0.3%	75

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Clear Point Advisors's META Position: Q1 2026 in Review

Clear Point Advisors reduced its Meta Platforms (Facebook) (META) stake by 4.7% in Q1 2026, selling an estimated $26.9K and leaving 854 shares worth $489K. The position accounts for 0.38% of the portfolio, ranked #50.

Clear Point Advisors first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $658K in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Clear Point Advisors held 854 shares of Meta Platforms (Facebook) worth $489K as of Q1 2026.
Clear Point Advisors sold 42 Meta Platforms (Facebook) shares in Q1 2026, an estimated $26.9K.
Meta Platforms (Facebook) made up 0.38% of Clear Point Advisors's portfolio in Q1 2026, its #50 holding.
Clear Point Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Meta Platforms (Facebook) position peaked at $658K in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.