Kovitz Investment Group Partners
META icon

Kovitz Investment Group Partners’s Meta Platforms (Facebook) META Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$54.6M Buy
95,398
+1,995
+2% +$1.28M 1.27% 13
2025
Q4 		$61.7M Sell
93,403
-305,987
-77% -$204M 1.37% 12
2025
Q3 		$293M Sell
399,390
-16,157
-4% -$12M 1.14% 14
2025
Q2 		$307M Buy
415,547
+18,131
+5% +$11.2M 1.31% 11
2025
Q1 		$229M Sell
397,416
-116,844
-23% -$75.4M 1.15% 15
2024
Q4 		$301M Buy
514,260
+33,916
+7% +$19.9M 1.48% 8
2024
Q3 		$255M Buy
480,344
+25,258
+6% +$13M 1.81% 6
2024
Q2 		$229M Buy
455,086
+34,922
+8% +$17M 1.96% 7
2024
Q1 		$204M Sell
420,164
-60,602
-13% -$27M 2.59% 3
2023
Q4 		$170M Sell
480,766
-29,209
-6% -$9.51M 2.82% 3
2023
Q3 		$153M Sell
509,975
-155,296
-23% -$46.8M 2.75% 5
2023
Q2 		$191M Buy
665,271
+103,529
+18% +$25.5M 2.8% 4
2023
Q1 		$119M Sell
561,742
-138,217
-20% -$23.5M 2.07% 12
2022
Q4 		$84.2M Sell
699,959
-57,116
-8% -$6.71M 1.66% 14
2022
Q3 		$103M Buy
757,075
+23,756
+3% +$3.85M 2.38% 8
2022
Q2 		$118M Buy
733,319
+66,371
+10% +$12.8M 2.62% 5
2022
Q1 		$148M Buy
666,948
+196,222
+42% +$49M 2.83% 5
2021
Q4 		$134M Sell
470,726
-71,183
-13% -$23.6M 3.15% 5
2021
Q3 		$184M Sell
541,909
-3,263
-0.6% -$1.18M 3.66% 3
2021
Q2 		$190M Buy
545,172
+112,478
+26% +$36.1M 3.73% 2
2021
Q1 		$127M Sell
432,694
-21,523
-5% -$5.8M 2.98% 6
2020
Q4 		$124M Sell
454,217
-311
-0.1% -$85.3K 3.02% 6
2020
Q3 		$119M Sell
454,528
-8,247
-2% -$2.13M 3.33% 4
2020
Q2 		$105M Sell
462,775
-11,052
-2% -$2.31M 3.25% 5
2020
Q1 		$79M Buy
473,827
+43,906
+10% +$8.6M 2.85% 5
2019
Q4 		$88.2M Buy
429,921
+16,338
+4% +$3.16M 2.57% 7
2019
Q3 		$73.7M Sell
413,583
-2,391
-0.6% -$454K 2.35% 9
2019
Q2 		$80.3M Sell
415,974
-4,606
-1% -$842K 2.53% 9
2019
Q1 		$70.1M Buy
420,580
+9,600
+2% +$1.53M 2.22% 12
2018
Q4 		$53.9M Buy
410,980
+163,950
+66% +$23.8M 2.13% 17
2018
Q3 		$40.6M Buy
247,030
+2,555
+1% +$463K 1.85% 28
2018
Q2 		$47.5M Buy
244,475
+3,826
+2% +$691K 2.21% 17
2018
Q1 		$38.5M Buy
240,649
+235,091
+4,230% +$42.2M 1.86% 26
2017
Q4 		$981 Buy
5,558
+1,565
+39% +$277K 0.04% 92
2017
Q3 		$682K Sell
3,993
-28
-0.7% -$4.67K 0.03% 104
2017
Q2 		$607K Sell
4,021
-40
-1% -$5.95K 0.03% 107
2017
Q1 		$577K Buy
+4,061
New +$543K 0.03% 90

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Kovitz Investment Group Partners's META Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Meta Platforms (Facebook) (META) stake by 2.1% in Q1 2026, buying an estimated $1.28M and bringing the position to 95,398 shares worth $54.6M. The position accounts for 1.27% of the portfolio, ranked #13.

Kovitz Investment Group Partners first reported a position in META in Q1 2017 and has held it in 37 quarters since. The position peaked at $307M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Kovitz Investment Group Partners held 95,398 shares of Meta Platforms (Facebook) worth $54.6M as of Q1 2026.
  • Kovitz Investment Group Partners bought 1,995 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.28M.
  • Meta Platforms (Facebook) made up 1.27% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #13 holding.
  • Kovitz Investment Group Partners first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 37 quarters since.
  • Kovitz Investment Group Partners's Meta Platforms (Facebook) position peaked at $307M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.