HCG
META icon

Haven Capital Group’s Meta Platforms (Facebook) META Stock Holding History

Haven Capital Group’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 		$1.92M Buy
3,405
+867
+34% +$530K 1.54% 18
2026
Q1 		$1.45M Buy
2,538
+28
+1% +$17.9K 1.35% 21
2025
Q4 		$1.66M Buy
2,510
+908
+57% +$606K 1.55% 20
2025
Q3 		$1.18M Buy
1,602
+589
+58% +$438K 1.05% 20
2025
Q2 		$748K Sell
1,013
-63
-6% -$38.9K 0.66% 23
2025
Q1 		$620K Sell
1,076
-83
-7% -$53.5K 0.68% 22
2024
Q4 		$679K Buy
+1,159
New +$680K 0.64% 25

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

Haven Capital Group's META Position: Q2 2026 in Review

Haven Capital Group increased its Meta Platforms (Facebook) (META) stake by 34% in Q2 2026, buying an estimated $530K and bringing the position to 3,405 shares worth $1.92M. The position accounts for 1.54% of the portfolio, ranked #18.

Haven Capital Group first reported a position in META in Q4 2024 and has held it in 7 quarters since. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Haven Capital Group held 3,405 shares of Meta Platforms (Facebook) worth $1.92M as of Q2 2026.
  • Haven Capital Group bought 867 Meta Platforms (Facebook) shares in Q2 2026, an estimated $530K.
  • Meta Platforms (Facebook) made up 1.54% of Haven Capital Group's portfolio in Q2 2026, its #18 holding.
  • Haven Capital Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.