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

Fortis Capital 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 		$7.22M Sell
12,812
-156
-1% -$95.4K 0.81% 20
2026
Q1 		$7.42M Buy
12,968
+1,298
+11% +$832K 0.97% 21
2025
Q4 		$7.7M Sell
11,670
-309
-3% -$206K 1.14% 19
2025
Q3 		$8.8M Buy
11,979
+978
+9% +$728K 1.39% 16
2025
Q2 		$8.12M Buy
11,001
+84
+0.8% +$51.9K 1.45% 15
2025
Q1 		$6.29M Buy
10,917
+800
+8% +$516K 1.28% 17
2024
Q4 		$5.27M Sell
10,117
-404
-4% -$237K 1.8% 8
2024
Q3 		$6.02M Sell
10,521
-91
-0.9% -$46.8K 2.01% 9
2024
Q2 		$5.35M Sell
10,612
-89
-0.8% -$43.3K 1.93% 8
2024
Q1 		$5.2M Buy
10,701
+1,307
+14% +$583K 2.19% 8
2023
Q4 		$3.33M Buy
9,394
+5,554
+145% +$1.81M 1.78% 10
2023
Q3 		$1.15M Sell
3,840
-510
-12% -$154K 0.74% 26
2023
Q2 		$1.25M Buy
4,350
+2,958
+213% +$730K 0.73% 28
2023
Q1 		$295K Sell
1,392
-11
-0.8% -$1.87K 0.16% 85
2022
Q4 		$169K Buy
+1,403
New +$165K 0.1% 135

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

Fortis Capital Advisors's META Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q2 2026, selling an estimated $95.4K and leaving 12,812 shares worth $7.22M. The position accounts for 0.81% of the portfolio, ranked #20.

Fortis Capital Advisors first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.8M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Fortis Capital Advisors held 12,812 shares of Meta Platforms (Facebook) worth $7.22M as of Q2 2026.
  • Fortis Capital Advisors sold 156 Meta Platforms (Facebook) shares in Q2 2026, an estimated $95.4K.
  • Meta Platforms (Facebook) made up 0.81% of Fortis Capital Advisors's portfolio in Q2 2026, its #20 holding.
  • Fortis Capital Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Fortis Capital Advisors's Meta Platforms (Facebook) position peaked at $8.8M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.