Convergence Investment Partners’s Meta Platforms (Facebook) META Stock Holding History

Convergence Investment Partners’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 Q1	$5.73M	Sell	10,016 -116	-1%	-$74.3K	0.94%	22
2025 Q4	$6.69M	Sell	10,132 -772	-7%	-$516K	1.33%	10
2025 Q3	$8.01M	Sell	10,904 -1,064	-9%	-$792K	1.8%	7
2025 Q2	$8.83M	Sell	11,968 -55	-0.5%	-$34K	2.24%	2
2025 Q1	$6.93M	Sell	12,023 -5,429	-31%	-$3.5M	1.92%	4
2024 Q4	$10.2M	Buy	17,452 +4,008	+30%	+$2.35M	2.28%	5
2024 Q3	$7.7M	Buy	13,444 +4,028	+43%	+$2.07M	2.08%	4
2024 Q2	$4.75M	Buy	9,416 +2,198	+30%	+$1.07M	1.39%	13
2024 Q1	$3.5M	Buy	7,218 +78	+1%	+$34.8K	1.34%	16
2023 Q4	$2.53M	Buy	7,140 +645	+10%	+$210K	1.32%	20
2023 Q3	$1.95M	Sell	6,495 -146	-2%	-$44K	1.15%	24
2023 Q2	$1.91M	Buy	6,641 +1,339	+25%	+$330K	1.09%	28
2023 Q1	$1.12M	Buy	5,302 +507	+11%	+$86.3K	0.66%	55
2022 Q4	$577K	Sell	4,795 -3,650	-43%	-$429K	0.34%	83
2022 Q3	$1.15M	Buy	8,445 +2,759	+49%	+$447K	0.75%	46
2022 Q2	$917K	Buy	5,686 +1,057	+23%	+$204K	0.55%	70
2022 Q1	$1.03M	Sell	4,629 -1,954	-30%	-$488K	0.53%	73
2021 Q4	$2.21M	Buy	6,583 +209	+3%	+$69.4K	1.13%	19
2021 Q3	$2.16M	Sell	6,374 -374	-6%	-$135K	1.16%	20
2021 Q2	$2.35M	Buy	6,748 +155	+2%	+$49.7K	1.01%	24
2021 Q1	$1.94M	Buy	6,593 +309	+5%	+$83.2K	0.89%	40
2020 Q4	$1.72M	Sell	6,284 -3,519	-36%	-$965K	0.86%	38
2020 Q3	$2.57M	Sell	9,803 -1,780	-15%	-$459K	0.89%	29
2020 Q2	$2.63M	Buy	11,583 +2,329	+25%	+$486K	0.9%	29
2020 Q1	$1.54M	Sell	9,254 -4,483	-33%	-$878K	0.68%	46
2019 Q4	$2.82M	Buy	13,737 +8,340	+155%	+$1.62M	0.8%	34
2019 Q3	$961K	Buy	5,397 +309	+6%	+$58.7K	0.27%	144
2019 Q2	$982K	Buy	5,088 +110	+2%	+$20.1K	0.24%	156
2019 Q1	$830K	Buy	4,978 +687	+16%	+$109K	0.18%	171
2018 Q4	$563K	Buy	4,291 +383	+10%	+$55.5K	0.13%	175
2018 Q3	$643K	Buy	3,908 +188	+5%	+$34K	0.13%	184
2018 Q2	$723K	Buy	3,720 +159	+4%	+$28.7K	0.1%	238
2018 Q1	$569K	Sell	3,561 -24,007	-87%	-$4.31M	0.07%	261
2017 Q4	$4.87M	Buy	27,568 +2,509	+10%	+$443K	0.65%	27
2017 Q3	$4.28M	Buy	25,059 +22,221	+783%	+$3.71M	0.61%	35
2017 Q2	$428K	Buy	2,838 +685	+32%	+$102K	0.06%	304
2017 Q1	$306K	Buy	2,153 +293	+16%	+$39.2K	0.04%	317
2016 Q4	$214K	Sell	1,860 -93	-5%	-$11.4K	0.03%	304
2016 Q3	$251K	Buy	+1,953	New	+$242K	0.04%	312
2016 Q2	–	Sell	-1,890	Closed	-$216K	–	352
2016 Q1	$216K	Buy	+1,890	New	+$199K	0.03%	318
2015 Q1	–	Sell	-36,732	Closed	-$2.87M	–	390
2014 Q4	$2.87M	Sell	36,732 -17,929	-33%	-$1.37M	0.38%	87
2014 Q3	$4.32M	Sell	54,661 -64,313	-54%	-$4.72M	0.59%	34
2014 Q2	$8.01M	Buy	118,974 +58,577	+97%	+$3.6M	1.06%	11
2014 Q1	$3.64M	Buy	+60,397	New	+$3.83M	0.55%	39

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Convergence Investment Partners's META Position: Q1 2026 in Review

Convergence Investment Partners reduced its Meta Platforms (Facebook) (META) stake by 1.1% in Q1 2026, selling an estimated $74.3K and leaving 10,016 shares worth $5.73M. The position accounts for 0.94% of the portfolio, ranked #22.

Convergence Investment Partners first reported a position in META in Q1 2014 and has held it in 44 quarters since. The position peaked at $10.2M in Q4 2024. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Convergence Investment Partners held 10,016 shares of Meta Platforms (Facebook) worth $5.73M as of Q1 2026.
Convergence Investment Partners sold 116 Meta Platforms (Facebook) shares in Q1 2026, an estimated $74.3K.
Meta Platforms (Facebook) made up 0.94% of Convergence Investment Partners's portfolio in Q1 2026, its #22 holding.
Convergence Investment Partners first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 44 quarters since.
Convergence Investment Partners's Meta Platforms (Facebook) position peaked at $10.2M in Q4 2024.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.