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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
2025
Q2 		– Sell
-200
Closed -$115K – 1447
2025
Q1 		$115K Buy
+200
New +$129K ﹤0.01% 1174
2024
Q4 		– Sell
-100
Closed -$57.2K – 1183
2024
Q3 		$57.2K Buy
+100
New +$51.5K ﹤0.01% 1017

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Concurrent Investment Advisors's META Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 4.3% in Q1 2026, selling an estimated $3.69M and leaving 127,924 shares worth $73.2M. The position accounts for 0.8% of the portfolio, ranked #16.

Concurrent Investment Advisors first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $88.2M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Concurrent Investment Advisors held 127,924 shares of Meta Platforms (Facebook) worth $73.2M as of Q1 2026.
  • Concurrent Investment Advisors sold 5,754 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.69M.
  • Meta Platforms (Facebook) made up 0.8% of Concurrent Investment Advisors's portfolio in Q1 2026, its #16 holding.
  • Concurrent Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Meta Platforms (Facebook) position peaked at $88.2M in Q4 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.