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Concurrent Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Concurrent Investment 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 		$77M Buy
136,631
+8,707
+7% +$5.32M 0.65% 20
2026
Q1 		$73.2M Sell
127,924
-5,754
-4% -$3.69M 0.8% 16
2025
Q4 		$88.2M Buy
133,678
+73,267
+121% +$48.9M 1% 12
2025
Q3 		$44.4M Buy
60,411
+903
+2% +$672K 0.76% 17
2025
Q2 		$43.9M Buy
59,508
+4,710
+9% +$2.91M 0.85% 13
2025
Q1 		$31.6M Buy
54,798
+7,828
+17% +$5.05M 0.77% 20
2024
Q4 		$27.5M Buy
46,970
+8,032
+21% +$4.71M 0.74% 25
2024
Q3 		$22.3M Buy
38,938
+4,336
+13% +$2.23M 0.66% 25
2024
Q2 		$17.4M Buy
34,602
+4,640
+15% +$2.26M 0.57% 37
2024
Q1 		$14.5M Buy
29,962
+1,353
+5% +$604K 0.59% 33
2023
Q4 		$10.1M Buy
+28,609
New +$9.32M 0.48% 46

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

Concurrent Investment Advisors's META Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 6.8% in Q2 2026, buying an estimated $5.32M and bringing the position to 136,631 shares worth $77M. The position accounts for 0.65% of the portfolio, ranked #20.

Concurrent Investment Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $88.2M in Q4 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Concurrent Investment Advisors held 136,631 shares of Meta Platforms (Facebook) worth $77M as of Q2 2026.
  • Concurrent Investment Advisors bought 8,707 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.32M.
  • Meta Platforms (Facebook) made up 0.65% of Concurrent Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Concurrent Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Meta Platforms (Facebook) position peaked at $88.2M in Q4 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.