Gavilan Investment Partners’s Meta Platforms (Facebook) META Stock Holding History

Gavilan Investment Partners’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	$36.3M	Buy	64,500 +3,500	+6%	+$2.14M	8.85%	3
2026 Q1	$34.9M	Hold	61,000	–	–	9.37%	2
2025 Q4	$40.3M	Sell	61,000 -13,500	-18%	-$9.01M	9.67%	2
2025 Q3	$54.7M	Sell	74,500 -6,000	-7%	-$4.47M	12.22%	1
2025 Q2	$59.4M	Hold	80,500	–	–	14.28%	1
2025 Q1	$46.4M	Sell	80,500 -500	-0.6%	-$323K	13.05%	1
2024 Q4	$47.4M	Sell	81,000 -3,300	-4%	-$1.94M	13.15%	2
2024 Q3	$48.3M	Hold	84,300	–	–	13.86%	1
2024 Q2	$42.5M	Sell	84,300 -6,700	-7%	-$3.26M	13.49%	2
2024 Q1	$44.2M	Hold	91,000	–	–	14.38%	1
2023 Q4	$32.2M	Buy	91,000 +500	+0.6%	+$163K	11.97%	2
2023 Q3	$27.2M	Buy	90,500 +500	+0.6%	+$151K	11.71%	2
2023 Q2	$25.8M	Buy	90,000 +2,210	+3%	+$545K	11.52%	2
2023 Q1	$18.6M	Buy	87,790 +38,983	+80%	+$6.64M	9.59%	2
2022 Q4	$5.87M	Buy	+48,807	New	+$5.73M	6.03%	10

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Gavilan Investment Partners's META Position: Q2 2026 in Review

Gavilan Investment Partners increased its Meta Platforms (Facebook) (META) stake by 5.7% in Q2 2026, buying an estimated $2.14M and bringing the position to 64,500 shares worth $36.3M. The position accounts for 8.85% of the portfolio, ranked #3.

Gavilan Investment Partners first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $59.4M in Q2 2025. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

Gavilan Investment Partners held 64,500 shares of Meta Platforms (Facebook) worth $36.3M as of Q2 2026.
Gavilan Investment Partners bought 3,500 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.14M.
Meta Platforms (Facebook) made up 8.85% of Gavilan Investment Partners's portfolio in Q2 2026, its #3 holding.
Gavilan Investment Partners first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
Gavilan Investment Partners's Meta Platforms (Facebook) position peaked at $59.4M in Q2 2025.
5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.