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Curran Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

Curran Financial 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 		$660K Buy
1,153
+44
+4% +$28.2K 0.12% 79
2025
Q4 		$732K Sell
1,109
-341
-24% -$228K 0.14% 76
2025
Q3 		$1.07M Sell
1,450
-2
-0.1% -$1.49K 0.21% 60
2025
Q2 		$1.07M Buy
1,452
+416
+40% +$257K 0.24% 58
2025
Q1 		$597K Buy
1,036
+103
+11% +$66.5K 0.15% 59
2024
Q4 		$546K Buy
933
+55
+6% +$32.3K 0.14% 62
2024
Q3 		$503K Buy
878
+28
+3% +$14.4K 0.14% 65
2024
Q2 		$429K Buy
850
+16
+2% +$7.78K 0.14% 63
2024
Q1 		$405K Sell
834
-12
-1% -$5.35K 0.14% 61
2023
Q4 		$331K Sell
846
-70
-8% -$22.8K 0.13% 62
2023
Q3 		$275K Buy
916
+138
+18% +$41.6K 0.12% 59
2023
Q2 		$223K Buy
+778
New +$192K 0.1% 68
2022
Q2 		– Sell
-924
Closed -$205K – 61
2022
Q1 		$205K Sell
924
-22
-2% -$5.5K 0.08% 74
2021
Q4 		$318K Buy
946
+37
+4% +$12.3K 0.14% 57
2021
Q3 		$308K Sell
909
-30
-3% -$10.8K 0.16% 47
2021
Q2 		$326K Sell
939
-17
-2% -$5.45K 0.18% 52
2021
Q1 		$282K Buy
956
+48
+5% +$12.9K 0.2% 51
2020
Q4 		$248K Buy
+908
New +$249K 0.21% 48

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

Curran Financial Partners's META Position: Q1 2026 in Review

Curran Financial Partners increased its Meta Platforms (Facebook) (META) stake by 4% in Q1 2026, buying an estimated $28.2K and bringing the position to 1,153 shares worth $660K. The position accounts for 0.12% of the portfolio, ranked #79.

Curran Financial Partners first reported a position in META in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.07M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Curran Financial Partners held 1,153 shares of Meta Platforms (Facebook) worth $660K as of Q1 2026.
  • Curran Financial Partners bought 44 Meta Platforms (Facebook) shares in Q1 2026, an estimated $28.2K.
  • Meta Platforms (Facebook) made up 0.12% of Curran Financial Partners's portfolio in Q1 2026, its #79 holding.
  • Curran Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 18 quarters since.
  • Curran Financial Partners's Meta Platforms (Facebook) position peaked at $1.07M in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.