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Comprehensive Financial Consultants Institutional’s Meta Platforms (Facebook) META Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$2.78M Buy
4,930
+879
+22% +$537K 0.73% 53
2026
Q1 		$2.32M Buy
4,051
+143
+4% +$91.6K 0.69% 50
2025
Q4 		$2.58M Buy
3,908
+113
+3% +$75.5K 0.78% 49
2025
Q3 		$2.79M Sell
3,795
-106
-3% -$78.9K 0.86% 39
2025
Q2 		$2.88M Sell
3,901
-1,650
-30% -$1.02M 0.94% 33
2025
Q1 		$3.2M Sell
5,551
-354
-6% -$228K 1.14% 27
2024
Q4 		$3.46M Sell
5,905
-69
-1% -$40.5K 1.26% 26
2024
Q3 		$3.42M Buy
5,974
+4
+0.1% +$2.06K 1.25% 26
2024
Q2 		$3.01M Sell
5,970
-446
-7% -$217K 1.18% 27
2024
Q1 		$3.12M Sell
6,416
-111
-2% -$49.5K 1.29% 26
2023
Q4 		$2.31M Buy
6,527
+128
+2% +$41.7K 1.07% 30
2023
Q3 		$1.92M Buy
6,399
+263
+4% +$79.2K 1.01% 33
2023
Q2 		$1.91M Sell
6,136
-331
-5% -$81.7K 1.01% 33
2023
Q1 		$1.37M Buy
+6,467
New +$1.1M 0.77% 40
2022
Q1 		– Sell
-148
Closed -$31K – 349
2021
Q4 		$31K Buy
+148
New +$49.1K 0.02% 270

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

Comprehensive Financial Consultants Institutional's META Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Meta Platforms (Facebook) (META) stake by 22% in Q2 2026, buying an estimated $537K and bringing the position to 4,930 shares worth $2.78M. The position accounts for 0.73% of the portfolio, ranked #53.

Comprehensive Financial Consultants Institutional first reported a position in META in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.46M in Q4 2024. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 4,930 shares of Meta Platforms (Facebook) worth $2.78M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 879 Meta Platforms (Facebook) shares in Q2 2026, an estimated $537K.
  • Meta Platforms (Facebook) made up 0.73% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #53 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • Comprehensive Financial Consultants Institutional's Meta Platforms (Facebook) position peaked at $3.46M in Q4 2024.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.