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
2023
Q1 		– Sell
-605
Closed -$1.14M – 421
2022
Q4 		$1.14M Buy
+605
New +$71K 0.02% 263

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

Kovitz Investment Group Partners's META Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2026, selling an estimated $2.88M and leaving 90,691 shares worth $51.1M. The position accounts for 1.13% of the portfolio, ranked #17.

Kovitz Investment Group Partners first reported a position in META in Q1 2017 and has held it in 38 quarters since. The position peaked at $307M in Q2 2025. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Kovitz Investment Group Partners held 90,691 shares of Meta Platforms (Facebook) worth $51.1M as of Q2 2026.
  • Kovitz Investment Group Partners sold 4,707 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.88M.
  • Meta Platforms (Facebook) made up 1.13% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #17 holding.
  • Kovitz Investment Group Partners first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 38 quarters since.
  • Kovitz Investment Group Partners's Meta Platforms (Facebook) position peaked at $307M in Q2 2025.
  • 5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.