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Invenio Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Invenio Wealth Partners’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 		$1.39M Buy
2,459
+100
+4% +$61.1K 0.5% 33
2026
Q1 		$1.35M Sell
2,359
-142
-6% -$91K 0.54% 30
2025
Q4 		$1.65M Sell
2,501
-55
-2% -$36.7K 0.61% 29
2025
Q3 		$1.88M Sell
2,556
-348
-12% -$259K 0.68% 27
2025
Q2 		$2.14M Sell
2,904
-537
-16% -$332K 0.85% 25
2025
Q1 		$1.98M Buy
3,441
+457
+15% +$295K 0.83% 25
2024
Q4 		$1.75M Buy
2,984
+130
+5% +$76.3K 0.73% 27
2024
Q3 		$1.63M Buy
2,854
+249
+10% +$128K 0.71% 26
2024
Q2 		$1.31M Buy
+2,605
New +$1.27M 0.65% 28

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

Invenio Wealth Partners's META Position: Q2 2026 in Review

Invenio Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 4.2% in Q2 2026, buying an estimated $61.1K and bringing the position to 2,459 shares worth $1.39M. The position accounts for 0.5% of the portfolio, ranked #33.

Invenio Wealth Partners first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.14M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Invenio Wealth Partners held 2,459 shares of Meta Platforms (Facebook) worth $1.39M as of Q2 2026.
  • Invenio Wealth Partners bought 100 Meta Platforms (Facebook) shares in Q2 2026, an estimated $61.1K.
  • Meta Platforms (Facebook) made up 0.5% of Invenio Wealth Partners's portfolio in Q2 2026, its #33 holding.
  • Invenio Wealth Partners first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
  • Invenio Wealth Partners's Meta Platforms (Facebook) position peaked at $2.14M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Invenio Wealth Partners's 13F filing for Q2 2026, filed 30 Jul 2026.