Compass Financial Management’s Meta Platforms (Facebook) META Stock Holding History

Compass Financial Management’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	$8.9M	Buy	+15,637	New	+$9.56M	1.07%	14

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Compass Financial Management's META Position: Q2 2026 in Review

Compass Financial Management opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 15,637 shares worth $8.9M. The stake represents 1.07% of the portfolio and ranks #14 among its holdings.

4,828 funds tracked by Wall St. Rank hold META as of Q2 2026.

Compass Financial Management held 15,637 shares of Meta Platforms (Facebook) worth $8.9M as of Q2 2026.
Meta Platforms (Facebook) was a new Compass Financial Management position in Q2 2026.
Meta Platforms (Facebook) made up 1.07% of Compass Financial Management's portfolio in Q2 2026, its #14 holding.
4,828 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.