HFA
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Highland Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Highland Financial 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 		$496K Buy
881
+23
+3% +$14.1K 0.11% 49
2026
Q1 		$491K Buy
858
+39
+5% +$25K 0.13% 44
2025
Q4 		$541K Buy
819
+27
+3% +$18K 0.15% 38
2025
Q3 		$582K Buy
792
+52
+7% +$38.7K 0.17% 36
2025
Q2 		$546K Hold
740
– – 0.18% 36
2025
Q1 		$427K Hold
740
– – 0.15% 37
2024
Q4 		$433K Hold
740
– – 0.15% 39
2024
Q3 		$424K Hold
740
– – 0.15% 35
2024
Q2 		$373K Hold
740
– – 0.14% 37
2024
Q1 		$359K Hold
740
– – 0.14% 40
2023
Q4 		$262K Buy
+740
New +$241K 0.11% 42

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

Highland Financial Advisors's META Position: Q2 2026 in Review

Highland Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 2.7% in Q2 2026, buying an estimated $14.1K and bringing the position to 881 shares worth $496K. The position accounts for 0.11% of the portfolio, ranked #49.

Highland Financial Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $582K in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Highland Financial Advisors held 881 shares of Meta Platforms (Facebook) worth $496K as of Q2 2026.
  • Highland Financial Advisors bought 23 Meta Platforms (Facebook) shares in Q2 2026, an estimated $14.1K.
  • Meta Platforms (Facebook) made up 0.11% of Highland Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Highland Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Highland Financial Advisors's Meta Platforms (Facebook) position peaked at $582K in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.