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

Fortis Group 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 		$3.16M Sell
5,604
-441
-7% -$270K 0.5% 56
2026
Q1 		$3.7M Sell
6,045
-815
-12% -$522K 0.61% 40
2025
Q4 		$4.91M Buy
6,860
+792
+13% +$529K 0.82% 25
2025
Q3 		$3.94M Buy
6,068
+1,665
+38% +$1.24M 0.68% 37
2025
Q2 		$3.4M Sell
4,403
-432
-9% -$267K 0.62% 47
2025
Q1 		$2.79M Sell
4,835
-972
-17% -$627K 0.54% 56
2024
Q4 		$3.4M Sell
5,807
-136
-2% -$79.8K 0.63% 49
2024
Q3 		$3.4M Sell
5,943
-249
-4% -$128K 0.63% 48
2024
Q2 		$3.12M Sell
6,192
-7,725
-56% -$3.76M 0.62% 44
2024
Q1 		$6.76M Buy
13,917
+11,478
+471% +$5.12M 1.24% 23
2023
Q4 		$540K Buy
2,439
+83
+4% +$27K 0.13% 70
2023
Q3 		$507K Sell
2,356
-302
-11% -$91K 0.16% 66
2023
Q2 		$763K Buy
2,658
+386
+17% +$95.2K 0.2% 67
2023
Q1 		$546K Buy
+2,272
New +$387K 0.16% 65
2020
Q3 		$612K Buy
+2,340
New +$603K 0.12% 88

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 Group Advisors's META Position: Q2 2026 in Review

Fortis Group Advisors reduced its Meta Platforms (Facebook) (META) stake by 7.3% in Q2 2026, selling an estimated $270K and leaving 5,604 shares worth $3.16M. The position accounts for 0.5% of the portfolio, ranked #56.

Fortis Group Advisors first reported a position in META in Q3 2020 and has held it in 15 quarters since. The position peaked at $6.76M in Q1 2024. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Fortis Group Advisors held 5,604 shares of Meta Platforms (Facebook) worth $3.16M as of Q2 2026.
  • Fortis Group Advisors sold 441 Meta Platforms (Facebook) shares in Q2 2026, an estimated $270K.
  • Meta Platforms (Facebook) made up 0.5% of Fortis Group Advisors's portfolio in Q2 2026, its #56 holding.
  • Fortis Group Advisors first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 15 quarters since.
  • Fortis Group Advisors's Meta Platforms (Facebook) position peaked at $6.76M in Q1 2024.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.