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 Q2	$473K	Sell	840 -14	-2%	-$8.56K	0.42%	60
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clear Point Advisors's META Position: Q2 2026 in Review

Clear Point Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.6% in Q2 2026, selling an estimated $8.56K and leaving 840 shares worth $473K. The position accounts for 0.42% of the portfolio, ranked #60.

Clear Point Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $658K in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Clear Point Advisors held 840 shares of Meta Platforms (Facebook) worth $473K as of Q2 2026.
Clear Point Advisors sold 14 Meta Platforms (Facebook) shares in Q2 2026, an estimated $8.56K.
Meta Platforms (Facebook) made up 0.42% of Clear Point Advisors's portfolio in Q2 2026, its #60 holding.
Clear Point Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
Clear Point Advisors's Meta Platforms (Facebook) position peaked at $658K in Q3 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.