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Fermata Advisors’s Meta Platforms (Facebook) META Stock Holding History

Fermata Advisors’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 		$1.2M Sell
2,130
-106
-5% -$64.8K 0.24% 94
2026
Q1 		$1.28M Buy
2,236
+689
+45% +$442K 0.29% 90
2025
Q4 		$1.02M Buy
1,547
+134
+9% +$89.5K 0.25% 90
2025
Q3 		$1.04M Sell
1,413
-258
-15% -$192K 0.26% 85
2025
Q2 		$1.23M Sell
1,671
-1,265
-43% -$782K 0.33% 80
2025
Q1 		$1.69M Buy
2,936
+119
+4% +$76.8K 0.31% 74
2024
Q4 		$1.65M Buy
2,817
+285
+11% +$167K 0.31% 70
2024
Q3 		$1.45M Buy
2,532
+247
+11% +$127K 0.29% 62
2024
Q2 		$1.15M Buy
2,285
+285
+14% +$139K 0.26% 69
2024
Q1 		$971K Buy
2,000
+184
+10% +$82.1K 0.22% 79
2023
Q4 		$643K Buy
1,816
+20
+1% +$6.51K 0.15% 93
2023
Q3 		$539K Buy
1,796
+722
+67% +$218K 0.15% 98
2023
Q2 		$308K Buy
+1,074
New +$265K 0.28% 59
2022
Q3 		– Sell
-1,531
Closed -$247K – 148
2022
Q2 		$247K Sell
1,531
-67
-4% -$12.9K 0.09% 137
2022
Q1 		$355K Sell
1,598
-486
-23% -$121K 0.13% 113
2021
Q4 		$701K Sell
2,084
-114
-5% -$37.8K 0.26% 72
2021
Q3 		$746K Hold
2,198
– – 0.33% 54
2021
Q2 		$764K Buy
2,198
+480
+28% +$154K 0.44% 53
2021
Q1 		$505K Buy
+1,718
New +$463K 0.43% 44

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

Fermata Advisors's META Position: Q2 2026 in Review

Fermata Advisors reduced its Meta Platforms (Facebook) (META) stake by 4.7% in Q2 2026, selling an estimated $64.8K and leaving 2,130 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #94.

Fermata Advisors first reported a position in META in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.69M in Q1 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Fermata Advisors held 2,130 shares of Meta Platforms (Facebook) worth $1.2M as of Q2 2026.
  • Fermata Advisors sold 106 Meta Platforms (Facebook) shares in Q2 2026, an estimated $64.8K.
  • Meta Platforms (Facebook) made up 0.24% of Fermata Advisors's portfolio in Q2 2026, its #94 holding.
  • Fermata Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 19 quarters since.
  • Fermata Advisors's Meta Platforms (Facebook) position peaked at $1.69M in Q1 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.