Key Client Fiduciary Advisors’s Meta Platforms (Facebook) META Stock Holding History

Key Client Fiduciary 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	$1.77M	Sell	3,143 -219	-7%	-$134K	0.51%	42
2026 Q1	$1.92M	Buy	3,362 +171	+5%	+$110K	0.65%	34
2025 Q4	$2.11M	Buy	3,191 +165	+5%	+$110K	0.72%	34
2025 Q3	$2.22M	Buy	3,026 +98	+3%	+$72.9K	0.74%	32
2025 Q2	$2.16M	Buy	2,928 +180	+7%	+$111K	0.87%	28
2025 Q1	$1.58M	Sell	2,748 -53	-2%	-$34.2K	0.72%	36
2024 Q4	$1.64M	Buy	2,801 +185	+7%	+$109K	0.72%	34
2024 Q3	$1.5M	Buy	2,616 +571	+28%	+$294K	0.67%	35
2024 Q2	$1.03M	Buy	2,045 +179	+10%	+$87K	0.51%	48
2024 Q1	$906K	Buy	1,866 +283	+18%	+$126K	0.48%	50
2023 Q4	$560K	Sell	1,583 -67	-4%	-$21.8K	0.33%	74
2023 Q3	$495K	Sell	1,650 -85	-5%	-$25.6K	0.3%	79
2023 Q2	$498K	Sell	1,735 -85	-5%	-$21K	0.29%	80
2023 Q1	$386K	Sell	1,820 -164	-8%	-$27.9K	0.24%	95
2022 Q4	$239K	Buy	1,984 +224	+13%	+$26.3K	0.16%	129
2022 Q3	$239K	Sell	1,760 -173	-9%	-$28K	0.22%	93
2022 Q2	$312K	Buy	1,933 +21	+1%	+$4.05K	0.3%	75
2022 Q1	$425K	Buy	1,912 +24	+1%	+$6K	0.34%	71
2021 Q4	$635K	Buy	+1,888	New	+$627K	0.52%	49

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Key Client Fiduciary Advisors's META Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Meta Platforms (Facebook) (META) stake by 6.5% in Q2 2026, selling an estimated $134K and leaving 3,143 shares worth $1.77M. The position accounts for 0.51% of the portfolio, ranked #42.

Key Client Fiduciary Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Key Client Fiduciary Advisors held 3,143 shares of Meta Platforms (Facebook) worth $1.77M as of Q2 2026.
Key Client Fiduciary Advisors sold 219 Meta Platforms (Facebook) shares in Q2 2026, an estimated $134K.
Meta Platforms (Facebook) made up 0.51% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #42 holding.
Key Client Fiduciary Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's Meta Platforms (Facebook) position peaked at $2.22M in Q3 2025.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.