FP
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Financial Perspectives’s Meta Platforms (Facebook) META Stock Holding History

Financial Perspectives’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 		$3.21M Buy
5,703
+1,299
+29% +$794K 0.78% 31
2026
Q1 		$2.52M Buy
4,404
+1
+0% +$641 0.7% 29
2025
Q4 		$2.91M Sell
4,403
-282
-6% -$188K 0.78% 27
2025
Q3 		$3.44M Buy
4,685
+206
+5% +$153K 0.95% 23
2025
Q2 		$3.31M Buy
4,479
+267
+6% +$165K 1% 23
2025
Q1 		$2.43M Buy
4,212
+122
+3% +$78.7K 0.83% 27
2024
Q4 		$2.39M Buy
4,090
+140
+4% +$82.2K 0.8% 25
2024
Q3 		$2.26M Buy
3,950
+12
+0.3% +$6.17K 0.78% 28
2024
Q2 		$1.99M Sell
3,938
-24
-0.6% -$11.7K 0.73% 28
2024
Q1 		$1.92M Sell
3,962
-20
-0.5% -$8.92K 0.73% 29
2023
Q4 		$1.41M Buy
3,982
+5
+0.1% +$1.63K 0.57% 34
2023
Q3 		$1.19M Sell
3,977
-50
-1% -$15.1K 0.55% 35
2023
Q2 		$1.16M Hold
4,027
– – 0.51% 38
2023
Q1 		$853K Buy
4,027
+403
+11% +$68.6K 0.41% 42
2022
Q4 		$436K Sell
3,624
-1,272
-26% -$149K 0.22% 67
2022
Q3 		$664K Buy
4,896
+108
+2% +$17.5K 0.37% 45
2022
Q2 		$772K Hold
4,788
– – 0.44% 40
2022
Q1 		$1.06M Buy
4,788
+378
+9% +$94.5K 0.5% 33
2021
Q4 		$1.48M Hold
4,410
– – 0.7% 26
2021
Q3 		$1.5M Hold
4,410
– – 0.75% 23
2021
Q2 		$1.53M Buy
4,410
+136
+3% +$43.6K 0.75% 25
2021
Q1 		$1.26M Buy
4,274
+843
+25% +$227K 0.67% 29
2020
Q4 		$937K Buy
3,431
+308
+10% +$84.4K 0.53% 36
2020
Q3 		$818K Hold
3,123
– – 0.54% 31
2020
Q2 		$709K Buy
3,123
+79
+3% +$16.5K 0.51% 32
2020
Q1 		$508K Buy
3,044
+542
+22% +$106K 0.41% 34
2019
Q4 		$514K Buy
+2,502
New +$485K 0.35% 35

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

Financial Perspectives's META Position: Q2 2026 in Review

Financial Perspectives increased its Meta Platforms (Facebook) (META) stake by 29% in Q2 2026, buying an estimated $794K and bringing the position to 5,703 shares worth $3.21M. The position accounts for 0.78% of the portfolio, ranked #31.

Financial Perspectives first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.44M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Financial Perspectives held 5,703 shares of Meta Platforms (Facebook) worth $3.21M as of Q2 2026.
  • Financial Perspectives bought 1,299 Meta Platforms (Facebook) shares in Q2 2026, an estimated $794K.
  • Meta Platforms (Facebook) made up 0.78% of Financial Perspectives's portfolio in Q2 2026, its #31 holding.
  • Financial Perspectives first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's Meta Platforms (Facebook) position peaked at $3.44M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.