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Dougherty & Associates’s Meta Platforms (Facebook) META Stock Holding History

Dougherty & Associates’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 		$2.42M Buy
4,303
+484
+13% +$296K 1.94% 18
2026
Q1 		$2.19M Buy
3,819
+669
+21% +$429K 2.01% 19
2025
Q4 		$2.08M Buy
+3,150
New +$2.1M 1.86% 18

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

Dougherty & Associates's META Position: Q2 2026 in Review

Dougherty & Associates increased its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, buying an estimated $296K and bringing the position to 4,303 shares worth $2.42M. The position accounts for 1.94% of the portfolio, ranked #18.

Dougherty & Associates first reported a position in META in Q4 2025 and has held it in 3 quarters since. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Dougherty & Associates held 4,303 shares of Meta Platforms (Facebook) worth $2.42M as of Q2 2026.
  • Dougherty & Associates bought 484 Meta Platforms (Facebook) shares in Q2 2026, an estimated $296K.
  • Meta Platforms (Facebook) made up 1.94% of Dougherty & Associates's portfolio in Q2 2026, its #18 holding.
  • Dougherty & Associates first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.