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CVFG LLC’s Meta Platforms (Facebook) META Stock Holding History

CVFG LLC’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 		$1.49M Sell
2,637
-2,358
-47% -$1.44M 0.16% 122
2026
Q1 		$2.86M Buy
4,995
+3,440
+221% +$2.2M 0.36% 80
2025
Q4 		$1.03M Buy
1,555
+160
+11% +$107K 0.7% 31
2025
Q3 		$1.02M Sell
1,395
-100
-7% -$74.4K 0.74% 31
2025
Q2 		$1.1M Buy
1,495
+300
+25% +$185K 0.88% 28
2025
Q1 		$689K Sell
1,195
-515
-30% -$332K 0.63% 39
2024
Q4 		$1M Buy
+1,710
New +$1M 0.91% 27

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

CVFG LLC's META Position: Q2 2026 in Review

CVFG LLC reduced its Meta Platforms (Facebook) (META) stake by 47% in Q2 2026, selling an estimated $1.44M and leaving 2,637 shares worth $1.49M. The position accounts for 0.16% of the portfolio, ranked #122.

CVFG LLC first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.86M in Q1 2026. 5,031 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • CVFG LLC held 2,637 shares of Meta Platforms (Facebook) worth $1.49M as of Q2 2026.
  • CVFG LLC sold 2,358 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.44M.
  • Meta Platforms (Facebook) made up 0.16% of CVFG LLC's portfolio in Q2 2026, its #122 holding.
  • CVFG LLC first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • CVFG LLC's Meta Platforms (Facebook) position peaked at $2.86M in Q1 2026.
  • 5,031 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.