FI
META icon

Finivi Inc’s Meta Platforms (Facebook) META Stock Holding History

Finivi Inc’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 		$4.01M Buy
7,124
+15
+0.2% +$9.17K 2.06% 13
2026
Q1 		$4.07M Buy
7,109
+338
+5% +$217K 2.22% 14
2025
Q4 		$4.47M Sell
6,771
-200
-3% -$134K 2.59% 12
2025
Q3 		$5.12M Sell
6,971
-241
-3% -$179K 3.26% 9
2025
Q2 		$5.32M Buy
7,212
+91
+1% +$56.2K 3.61% 5
2025
Q1 		$4.1M Buy
7,121
+236
+3% +$152K 3.3% 7
2024
Q4 		$4.03M Sell
6,885
-228
-3% -$134K 3.22% 8
2024
Q3 		$4.07M Sell
7,113
-68
-0.9% -$35K 3.3% 9
2024
Q2 		$3.62M Buy
7,181
+101
+1% +$49.1K 3% 10
2024
Q1 		$3.44M Sell
7,080
-59
-0.8% -$26.3K 3.11% 9
2023
Q4 		$2.53M Buy
+7,139
New +$2.32M 2.47% 12
2021
Q4 		$3.09M Buy
+9,196
New +$3.05M 3.26% 9

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

Finivi Inc's META Position: Q2 2026 in Review

Finivi Inc increased its Meta Platforms (Facebook) (META) stake by 0.21% in Q2 2026, buying an estimated $9.17K and bringing the position to 7,124 shares worth $4.01M. The position accounts for 2.06% of the portfolio, ranked #13.

Finivi Inc first reported a position in META in Q4 2021 and has held it in 12 quarters since. The position peaked at $5.32M in Q2 2025. 4,979 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Finivi Inc held 7,124 shares of Meta Platforms (Facebook) worth $4.01M as of Q2 2026.
  • Finivi Inc bought 15 Meta Platforms (Facebook) shares in Q2 2026, an estimated $9.17K.
  • Meta Platforms (Facebook) made up 2.06% of Finivi Inc's portfolio in Q2 2026, its #13 holding.
  • Finivi Inc first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 12 quarters since.
  • Finivi Inc's Meta Platforms (Facebook) position peaked at $5.32M in Q2 2025.
  • 4,979 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.