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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
Q2 		$661K Buy
1,173
+20
+2% +$12.2K 0.1% 84
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 $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

Curran Financial Partners's META Position: Q2 2026 in Review

Curran Financial Partners increased its Meta Platforms (Facebook) (META) stake by 1.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,173 shares worth $661K. The position accounts for 0.1% of the portfolio, ranked #84.

Curran Financial Partners first reported a position in META in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.07M in Q2 2025. 5,077 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Curran Financial Partners held 1,173 shares of Meta Platforms (Facebook) worth $661K as of Q2 2026.
  • Curran Financial Partners bought 20 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.2K.
  • Meta Platforms (Facebook) made up 0.1% of Curran Financial Partners's portfolio in Q2 2026, its #84 holding.
  • Curran Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 19 quarters since.
  • Curran Financial Partners's Meta Platforms (Facebook) position peaked at $1.07M in Q2 2025.
  • 5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.