Horizon Family Wealth’s Meta Platforms (Facebook) META Stock Holding History

Horizon Family Wealth’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	$285K	Sell	506 -5	-1%	-$3.06K	0.13%	84
2026 Q1	$292K	Buy	511 +4	+0.8%	+$2.56K	0.15%	80
2025 Q4	$335K	Sell	507 -19	-4%	-$12.7K	0.18%	71
2025 Q3	$386K	Buy	526 +19	+4%	+$14.1K	0.22%	61
2025 Q2	$374K	Sell	507 -8	-2%	-$4.94K	0.23%	60
2025 Q1	$296K	Sell	515 -35	-6%	-$22.6K	0.2%	60
2024 Q4	$322K	Hold	550	–	–	0.21%	63
2024 Q3	$315K	Buy	550 +2	+0.4%	+$1.03K	0.22%	61
2024 Q2	$276K	Buy	548 +1	+0.2%	+$486	0.21%	60
2024 Q1	$266K	Buy	+547	New	+$244K	0.21%	60

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Horizon Family Wealth's META Position: Q2 2026 in Review

Horizon Family Wealth reduced its Meta Platforms (Facebook) (META) stake by 0.98% in Q2 2026, selling an estimated $3.06K and leaving 506 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #84.

Horizon Family Wealth first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $386K in Q3 2025. 5,077 funds tracked by Wall St. Rank hold META as of Q2 2026.

Horizon Family Wealth held 506 shares of Meta Platforms (Facebook) worth $285K as of Q2 2026.
Horizon Family Wealth sold 5 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.06K.
Meta Platforms (Facebook) made up 0.13% of Horizon Family Wealth's portfolio in Q2 2026, its #84 holding.
Horizon Family Wealth first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
Horizon Family Wealth's Meta Platforms (Facebook) position peaked at $386K in Q3 2025.
5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.