Independent Family Office’s Meta Platforms (Facebook) META Stock Holding History

Independent Family Office’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	$794K	Hold	1,410	–	–	0.32%	44
2026 Q1	$807K	Buy	1,410 +820	+139%	+$526K	0.33%	45
2025 Q4	$389K	Buy	590 +127	+27%	+$84.8K	0.16%	59
2025 Q3	$340K	Hold	463	–	–	0.14%	61
2025 Q2	$342K	Sell	463 -300	-39%	-$185K	0.16%	59
2025 Q1	$440K	Hold	763	–	–	0.23%	49
2024 Q4	$447K	Hold	763	–	–	0.23%	49
2024 Q3	$439K	Buy	763 +163	+27%	+$83.9K	0.22%	49
2024 Q2	$301K	Sell	600 -305	-34%	-$148K	0.17%	53
2024 Q1	$439K	Buy	905 +196	+28%	+$87.4K	0.24%	54
2023 Q4	$251K	Hold	709	–	–	0.14%	64
2023 Q3	$213K	Buy	+709	New	+$214K	0.13%	65

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

Independent Family Office's META Position: Q2 2026 in Review

Independent Family Office held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 1,410 shares worth $794K. The position accounts for 0.32% of the portfolio, ranked #44.

Independent Family Office first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $807K in Q1 2026. 5,078 funds tracked by Wall St. Rank hold META as of Q2 2026.

Independent Family Office held 1,410 shares of Meta Platforms (Facebook) worth $794K as of Q2 2026.
Independent Family Office left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.32% of Independent Family Office's portfolio in Q2 2026, its #44 holding.
Independent Family Office first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
Independent Family Office's Meta Platforms (Facebook) position peaked at $807K in Q1 2026.
5,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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