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INVST’s Meta Platforms (Facebook) META Stock Holding History

INVST’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 		– Sell
-100
Closed -$57.2K – 356
2026
Q1 		$57.2K Buy
+100
New +$64.1K 0.01% 330
2021
Q4 		– Sell
-100
Closed -$15K – 203
2021
Q3 		$15K Hold
100
– – ﹤0.01% 197
2021
Q2 		$15K Hold
100
– – ﹤0.01% 194
2021
Q1 		$14K Hold
100
– – ﹤0.01% 196
2020
Q4 		$10K Buy
+100
New +$27.4K ﹤0.01% 161

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

INVST's META Position: Q2 2026 in Review

INVST increased its Meta Platforms (Facebook) (META) stake by 0.66% in Q2 2026, buying an estimated $28.1K and bringing the position to 6,994 shares worth $3.94M. The position accounts for 0.38% of the portfolio, ranked #53.

INVST first reported a position in META in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.3M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • INVST held 6,994 shares of Meta Platforms (Facebook) worth $3.94M as of Q2 2026.
  • INVST bought 46 Meta Platforms (Facebook) shares in Q2 2026, an estimated $28.1K.
  • Meta Platforms (Facebook) made up 0.38% of INVST's portfolio in Q2 2026, its #53 holding.
  • INVST first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 36 quarters since.
  • INVST's Meta Platforms (Facebook) position peaked at $5.3M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.