HFO
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Heritage Family Offices’s Meta Platforms (Facebook) META Stock Holding History

Heritage Family Offices’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 		$1.58M Buy
2,801
+1,111
+66% +$679K 0.61% 39
2026
Q1 		$967K Buy
1,690
+1,200
+245% +$769K 0.43% 62
2025
Q4 		$323K Buy
+490
New +$327K 0.15% 130

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 $3.38T AUM 44.17% 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

Heritage Family Offices's META Position: Q2 2026 in Review

Heritage Family Offices increased its Meta Platforms (Facebook) (META) stake by 66% in Q2 2026, buying an estimated $679K and bringing the position to 2,801 shares worth $1.58M. The position accounts for 0.61% of the portfolio, ranked #39.

Heritage Family Offices first reported a position in META in Q4 2025 and has held it in 3 quarters since. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Heritage Family Offices held 2,801 shares of Meta Platforms (Facebook) worth $1.58M as of Q2 2026.
  • Heritage Family Offices bought 1,111 Meta Platforms (Facebook) shares in Q2 2026, an estimated $679K.
  • Meta Platforms (Facebook) made up 0.61% of Heritage Family Offices's portfolio in Q2 2026, its #39 holding.
  • Heritage Family Offices first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.