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Kelly Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Kelly Financial Services’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 		$285K Buy
506
+115
+29% +$70.3K 0.06% 107
2026
Q1 		$224K Buy
391
+11
+3% +$7.05K 0.05% 120
2025
Q4 		$251K Sell
380
-5
-1% -$3.34K 0.06% 102
2025
Q3 		$282K Buy
385
+6
+2% +$4.47K 0.07% 92
2025
Q2 		$280K Sell
379
-4
-1% -$2.47K 0.08% 95
2025
Q1 		$221K Sell
383
-2
-0.5% -$1.29K 0.08% 100
2024
Q4 		$225K Sell
385
-11
-3% -$6.46K 0.08% 107
2024
Q3 		$227K Sell
396
-2
-0.5% -$1.03K 0.08% 107
2024
Q2 		$200K Hold
398
– – 0.07% 109
2024
Q1 		$193K Sell
398
-5
-1% -$2.23K 0.07% 109
2023
Q4 		$143K Sell
403
-3
-0.7% -$977 0.06% 114
2023
Q3 		$122K Buy
406
+26
+7% +$7.83K 0.06% 110
2023
Q2 		$109K Sell
380
-19
-5% -$4.69K 0.05% 114
2023
Q1 		$84.6K Sell
399
-13
-3% -$2.21K 0.04% 134
2022
Q4 		$49.6K Hold
412
– – 0.03% 174
2022
Q3 		$55.9K Sell
412
-42
-9% -$6.81K 0.03% 148
2022
Q2 		$73.2K Sell
454
-14
-3% -$2.7K 0.04% 133
2022
Q1 		$104K Buy
468
+2
+0.4% +$500 0.05% 122
2021
Q4 		$157K Buy
466
+12
+3% +$3.98K 0.07% 93
2021
Q3 		$154K Sell
454
-160,883
-100% -$57.9M 0.09% 79
2021
Q2 		$464K Buy
161,337
+160,853
+33,234% +$51.6M 0.02% 192
2021
Q1 		$143K Sell
484
-6
-1% -$1.62K 0.09% 63
2020
Q4 		$134K Sell
490
-58
-11% -$15.9K 0.09% 54
2020
Q3 		$144K Hold
548
– – 0.1% 37
2020
Q2 		$124K Buy
548
+29
+6% +$6.05K 0.1% 42
2020
Q1 		$86.6K Buy
519
+48
+10% +$9.4K 0.11% 48
2019
Q4 		$96.7K Hold
471
– – 0.07% 52
2019
Q3 		$83.9K Hold
471
– – 0.08% 55
2019
Q2 		$90.9K Buy
471
+22
+5% +$4.02K 0.08% 51
2019
Q1 		$74.8K Buy
+449
New +$71.4K 0.08% 57

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

Kelly Financial Services's META Position: Q2 2026 in Review

Kelly Financial Services increased its Meta Platforms (Facebook) (META) stake by 29% in Q2 2026, buying an estimated $70.3K and bringing the position to 506 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #107.

Kelly Financial Services first reported a position in META in Q1 2019 and has held it in 30 quarters since. The position peaked at $464K in Q2 2021. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kelly Financial Services held 506 shares of Meta Platforms (Facebook) worth $285K as of Q2 2026.
  • Kelly Financial Services bought 115 Meta Platforms (Facebook) shares in Q2 2026, an estimated $70.3K.
  • Meta Platforms (Facebook) made up 0.06% of Kelly Financial Services's portfolio in Q2 2026, its #107 holding.
  • Kelly Financial Services first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 30 quarters since.
  • Kelly Financial Services's Meta Platforms (Facebook) position peaked at $464K in Q2 2021.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.