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

Invested 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 		$448K Sell
796
-42
-5% -$25.7K 0.4% 69
2026
Q1 		$479K Buy
838
+25
+3% +$16K 0.48% 55
2025
Q4 		$537K Buy
813
+6
+0.7% +$4.01K 0.56% 47
2025
Q3 		$493K Buy
+807
New +$601K 0.72% 38

Other funds holding META

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invested Advisors's META Position: Q2 2026 in Review

Invested Advisors reduced its Meta Platforms (Facebook) (META) stake by 5% in Q2 2026, selling an estimated $25.7K and leaving 796 shares worth $448K. The position accounts for 0.4% of the portfolio, ranked #69.

Invested Advisors first reported a position in META in Q3 2025 and has held it in 4 quarters since. The position peaked at $537K in Q4 2025. 2,868 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Invested Advisors held 796 shares of Meta Platforms (Facebook) worth $448K as of Q2 2026.
  • Invested Advisors sold 42 Meta Platforms (Facebook) shares in Q2 2026, an estimated $25.7K.
  • Meta Platforms (Facebook) made up 0.4% of Invested Advisors's portfolio in Q2 2026, its #69 holding.
  • Invested Advisors first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's Meta Platforms (Facebook) position peaked at $537K in Q4 2025.
  • 2,868 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.