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

Helium 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 		$563K Sell
999
-524
-34% -$320K 0.47% 49
2026
Q1 		$872K Buy
1,523
+294
+24% +$188K 0.83% 32
2025
Q4 		$812K Buy
1,229
+233
+23% +$156K 0.82% 29
2025
Q3 		$731K Sell
996
-447
-31% -$333K 0.61% 33
2025
Q2 		$1.06M Buy
1,443
+29
+2% +$17.9K 0.67% 28
2025
Q1 		$815K Sell
1,414
-80
-5% -$51.6K 0.59% 31
2024
Q4 		$875K Buy
+1,494
New +$877K 0.69% 33

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

Helium Advisors's META Position: Q2 2026 in Review

Helium Advisors reduced its Meta Platforms (Facebook) (META) stake by 34% in Q2 2026, selling an estimated $320K and leaving 999 shares worth $563K. The position accounts for 0.47% of the portfolio, ranked #49.

Helium Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Helium Advisors held 999 shares of Meta Platforms (Facebook) worth $563K as of Q2 2026.
  • Helium Advisors sold 524 Meta Platforms (Facebook) shares in Q2 2026, an estimated $320K.
  • Meta Platforms (Facebook) made up 0.47% of Helium Advisors's portfolio in Q2 2026, its #49 holding.
  • Helium Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's Meta Platforms (Facebook) position peaked at $1.06M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.