Curtis Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

Curtis Advisory Group’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	$2.65M	Hold	4,624	–	–	0.57%	40
2025 Q4	$3.05M	Buy	4,624 +3,703	+402%	+$2.47M	0.64%	36
2025 Q3	$676K	Buy	921 +30	+3%	+$22.3K	0.15%	65
2025 Q2	$658K	Buy	+891	New	+$551K	0.17%	66
2022 Q3	–	Sell	-2,160	Closed	-$348K	–	88
2022 Q2	$348K	Hold	2,160	–	–	0.14%	61
2022 Q1	$480K	Sell	2,160 -700	-24%	-$175K	0.16%	52
2021 Q4	$962K	Sell	2,860 -42	-1%	-$13.9K	0.32%	40
2021 Q3	$985K	Sell	2,902 -205	-7%	-$73.8K	0.36%	36
2021 Q2	$1.08M	Sell	3,107 -100	-3%	-$32.1K	0.47%	33
2021 Q1	$945K	Buy	3,207 +1,372	+75%	+$369K	0.42%	37
2020 Q4	$501K	Hold	1,835	–	–	0.24%	40
2020 Q3	$481K	Sell	1,835 -200	-10%	-$51.6K	0.28%	38
2020 Q2	$462K	Hold	2,035	–	–	0.33%	35
2020 Q1	$339K	Hold	2,035	–	–	0.22%	38
2019 Q4	$418K	Buy	+2,035	New	+$394K	0.24%	37

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

Curtis Advisory Group's META Position: Q1 2026 in Review

Curtis Advisory Group held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 4,624 shares worth $2.65M. The position accounts for 0.57% of the portfolio, ranked #40.

Curtis Advisory Group first reported a position in META in Q4 2019 and has held it in 15 quarters since. The position peaked at $3.05M in Q4 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Curtis Advisory Group held 4,624 shares of Meta Platforms (Facebook) worth $2.65M as of Q1 2026.
Curtis Advisory Group left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
Meta Platforms (Facebook) made up 0.57% of Curtis Advisory Group's portfolio in Q1 2026, its #40 holding.
Curtis Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 15 quarters since.
Curtis Advisory Group's Meta Platforms (Facebook) position peaked at $3.05M in Q4 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.