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
2025
Q3 		– Sell
-2,653
Closed -$204K – 1452
2025
Q2 		$204K Buy
+2,653
New +$1.64M ﹤0.01% 1277

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.