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Disciplined Investors’s Meta Platforms (Facebook) META Stock Holding History

Disciplined Investors’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 		$344K Sell
610
-66
-10% -$40.4K 0.17% 108
2026
Q1 		$387K Buy
676
+123
+22% +$78.8K 0.23% 86
2025
Q4 		$365K Buy
553
+34
+7% +$22.7K 0.24% 80
2025
Q3 		$381K Sell
519
-33
-6% -$24.6K 0.27% 73
2025
Q2 		$407K Buy
552
+70
+15% +$43.3K 0.32% 68
2025
Q1 		$278K Hold
482
– – 0.25% 92
2024
Q4 		$293K Buy
+482
New +$283K 0.28% 79

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

Disciplined Investors's META Position: Q2 2026 in Review

Disciplined Investors reduced its Meta Platforms (Facebook) (META) stake by 9.8% in Q2 2026, selling an estimated $40.4K and leaving 610 shares worth $344K. The position accounts for 0.17% of the portfolio, ranked #108.

Disciplined Investors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $407K in Q2 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Disciplined Investors held 610 shares of Meta Platforms (Facebook) worth $344K as of Q2 2026.
  • Disciplined Investors sold 66 Meta Platforms (Facebook) shares in Q2 2026, an estimated $40.4K.
  • Meta Platforms (Facebook) made up 0.17% of Disciplined Investors's portfolio in Q2 2026, its #108 holding.
  • Disciplined Investors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Disciplined Investors's Meta Platforms (Facebook) position peaked at $407K in Q2 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.