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Kaizen Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History

Kaizen Financial Strategies’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 		$1.35M Sell
2,204
-180
-8% -$110K 0.44% 40
2026
Q1 		$1.61M Buy
2,384
+285
+14% +$183K 0.68% 29
2025
Q4 		$1.39M Buy
2,099
+92
+5% +$61.4K 0.61% 29
2025
Q3 		$1.24M Buy
2,007
+141
+8% +$105K 0.56% 33
2025
Q2 		$1.38M Buy
1,866
+176
+10% +$109K 0.7% 29
2025
Q1 		$974K Buy
1,690
+152
+10% +$98.1K 0.56% 31
2024
Q4 		$900K Hold
1,538
– – 0.51% 31
2024
Q3 		$880K Sell
1,538
-34
-2% -$17.5K 0.51% 36
2024
Q2 		$728K Sell
1,572
-1
-0.1% -$486 0.45% 39
2024
Q1 		$764K Sell
1,573
-26
-2% -$11.6K 0.52% 35
2023
Q4 		$566K Buy
1,599
+586
+58% +$191K 0.43% 41
2023
Q3 		$304K Sell
1,013
-29
-3% -$8.74K 0.26% 65
2023
Q2 		$322K Sell
1,042
-800
-43% -$197K 0.28% 62
2023
Q1 		$390K Sell
1,842
-3,268
-64% -$557K 0.39% 50
2022
Q4 		$700K Sell
5,110
-4,515
-47% -$530K 0.69% 40
2022
Q3 		$1.31M Buy
9,625
+765
+9% +$124K 1.32% 24
2022
Q2 		$1.43M Sell
8,860
-282
-3% -$54.4K 1.41% 19
2022
Q1 		$2.03M Buy
9,142
+6,135
+204% +$1.53M 1.59% 17
2021
Q4 		$1.01M Sell
3,007
-54
-2% -$17.9K 0.76% 37
2021
Q3 		$1.04M Buy
+3,061
New +$1.1M 0.84% 33
2021
Q1 		$280K Sell
950
-550
-37% -$148K 0.27% 109
2020
Q4 		$410K Buy
+1,500
New +$411K 0.46% 72

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

Kaizen Financial Strategies's META Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Meta Platforms (Facebook) (META) stake by 7.6% in Q2 2026, selling an estimated $110K and leaving 2,204 shares worth $1.35M. The position accounts for 0.44% of the portfolio, ranked #40.

Kaizen Financial Strategies first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.03M in Q1 2022. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kaizen Financial Strategies held 2,204 shares of Meta Platforms (Facebook) worth $1.35M as of Q2 2026.
  • Kaizen Financial Strategies sold 180 Meta Platforms (Facebook) shares in Q2 2026, an estimated $110K.
  • Meta Platforms (Facebook) made up 0.44% of Kaizen Financial Strategies's portfolio in Q2 2026, its #40 holding.
  • Kaizen Financial Strategies first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Meta Platforms (Facebook) position peaked at $2.03M in Q1 2022.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.