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Ethos Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Ethos Financial 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
Q2 		$4.61M Buy
7,982
+381
+5% +$233K 0.31% 75
2026
Q1 		$4.62M Buy
7,601
+331
+5% +$212K 0.34% 69
2025
Q4 		$4.8M Buy
7,270
+431
+6% +$288K 0.35% 70
2025
Q3 		$5.02M Sell
6,839
-463
-6% -$345K 0.39% 64
2025
Q2 		$5.39M Buy
7,302
+1,327
+22% +$820K 0.46% 56
2025
Q1 		$3.47M Buy
5,975
+3,556
+147% +$2.29M 0.33% 69
2024
Q4 		$1.42M Sell
2,419
-27
-1% -$15.8K 0.19% 85
2024
Q3 		$1.4M Buy
2,446
+180
+8% +$92.6K 0.23% 63
2024
Q2 		$1.16M Buy
2,266
+14
+0.6% +$6.8K 0.2% 74
2024
Q1 		$1.09M Sell
2,252
-10
-0.4% -$4.46K 0.21% 73
2023
Q4 		$801K Buy
2,262
+537
+31% +$175K 0.17% 91
2023
Q3 		$518K Buy
1,725
+236
+16% +$71.1K 0.13% 92
2023
Q2 		$316K Hold
1,489
– – 0.11% 97
2023
Q1 		$316K Buy
+1,489
New +$254K 0.1% 116

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

Ethos Financial Group's META Position: Q2 2026 in Review

Ethos Financial Group increased its Meta Platforms (Facebook) (META) stake by 5% in Q2 2026, buying an estimated $233K and bringing the position to 7,982 shares worth $4.61M. The position accounts for 0.31% of the portfolio, ranked #75.

Ethos Financial Group first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.39M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Ethos Financial Group held 7,982 shares of Meta Platforms (Facebook) worth $4.61M as of Q2 2026.
  • Ethos Financial Group bought 381 Meta Platforms (Facebook) shares in Q2 2026, an estimated $233K.
  • Meta Platforms (Facebook) made up 0.31% of Ethos Financial Group's portfolio in Q2 2026, its #75 holding.
  • Ethos Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Ethos Financial Group's Meta Platforms (Facebook) position peaked at $5.39M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.