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

Herold 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 		$4.09M Buy
7,259
+248
+4% +$152K 0.81% 29
2026
Q1 		$4.01M Sell
7,011
-50
-0.7% -$32K 0.88% 28
2025
Q4 		$4.66M Sell
7,061
-280
-4% -$187K 1.04% 20
2025
Q3 		$5.39M Sell
7,341
-2,063
-22% -$1.54M 1.25% 17
2025
Q2 		$6.94M Sell
9,404
-475
-5% -$294K 1.46% 12
2025
Q1 		$5.7M Sell
9,879
-348
-3% -$225K 1.25% 16
2024
Q4 		$5.99M Sell
10,227
-339
-3% -$199K 1.31% 15
2024
Q3 		$6.05M Sell
10,566
-802
-7% -$413K 1.31% 13
2024
Q2 		$5.73M Buy
11,368
+2,958
+35% +$1.44M 1.33% 14
2024
Q1 		$4.08M Buy
8,410
+245
+3% +$109K 0.99% 19
2023
Q4 		$2.89M Buy
8,165
+46
+0.6% +$15K 0.8% 35
2023
Q3 		$2.44M Sell
8,119
-186
-2% -$56K 0.74% 34
2023
Q2 		$2.38M Sell
8,305
-465
-5% -$115K 0.73% 32
2023
Q1 		$1.86M Buy
8,770
+2,435
+38% +$415K 0.64% 44
2022
Q4 		$762K Buy
6,335
+135
+2% +$15.9K 0.32% 93
2022
Q3 		$841K Buy
6,200
+190
+3% +$30.8K 0.4% 84
2022
Q2 		$969K Hold
6,010
– – 0.43% 79
2022
Q1 		$1.34M Sell
6,010
-450
-7% -$112K 0.48% 67
2021
Q4 		$2.17M Sell
6,460
-60
-0.9% -$19.9K 0.84% 31
2021
Q3 		$2.21M Buy
+6,520
New +$2.35M 0.86% 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

Herold Advisors's META Position: Q2 2026 in Review

Herold Advisors increased its Meta Platforms (Facebook) (META) stake by 3.5% in Q2 2026, buying an estimated $152K and bringing the position to 7,259 shares worth $4.09M. The position accounts for 0.81% of the portfolio, ranked #29.

Herold Advisors first reported a position in META in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.94M in Q2 2025. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Herold Advisors held 7,259 shares of Meta Platforms (Facebook) worth $4.09M as of Q2 2026.
  • Herold Advisors bought 248 Meta Platforms (Facebook) shares in Q2 2026, an estimated $152K.
  • Meta Platforms (Facebook) made up 0.81% of Herold Advisors's portfolio in Q2 2026, its #29 holding.
  • Herold Advisors first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Meta Platforms (Facebook) position peaked at $6.94M in Q2 2025.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.