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

Krilogy Financial’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
2021 Q2	–	Sell	-5,600	Closed	-$1.65M	–	274
2021 Q1	$1.65M	Buy	+5,600	New	+$1.51M	0.17%	80
2020 Q4	–	Sell	-1,100	Closed	-$288K	–	265
2020 Q3	$288K	Buy	1,100 +400	+57%	+$103K	0.04%	196
2020 Q2	$159K	Buy	700 +300	+75%	+$62.6K	0.02%	209
2020 Q1	$66K	Sell	400 -300	-43%	-$58.7K	0.01%	187
2019 Q4	$144K	Hold	700	–	–	0.02%	193
2019 Q3	$124K	Buy	700 +500	+250%	+$95K	0.02%	180
2019 Q2	$39K	Sell	200 -8,100	-98%	-$1.48M	0.01%	172
2019 Q1	$1.38M	Sell	8,300 -10,000	-55%	-$1.59M	0.29%	68
2018 Q4	$2.4M	Buy	18,300 +6,000	+49%	+$869K	0.66%	26
2018 Q3	$2.02M	Buy	12,300 +4,000	+48%	+$724K	0.46%	34
2018 Q2	$1.61M	Buy	+8,300	New	+$1.5M	0.41%	42

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

Krilogy Financial's META Position: Q2 2026 in Review

Krilogy Financial increased its Meta Platforms (Facebook) (META) stake by 0.28% in Q2 2026, buying an estimated $48.9K and bringing the position to 28,225 shares worth $15.9M. The position accounts for 0.47% of the portfolio, ranked #41.

Krilogy Financial first reported a position in META in Q3 2015 and has held it in 44 quarters since. The position peaked at $19.1M in Q1 2026. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

Krilogy Financial held 28,225 shares of Meta Platforms (Facebook) worth $15.9M as of Q2 2026.
Krilogy Financial bought 80 Meta Platforms (Facebook) shares in Q2 2026, an estimated $48.9K.
Meta Platforms (Facebook) made up 0.47% of Krilogy Financial's portfolio in Q2 2026, its #41 holding.
Krilogy Financial first reported a position in Meta Platforms (Facebook) in Q3 2015 and has held it in 44 quarters since.
Krilogy Financial's Meta Platforms (Facebook) position peaked at $19.1M in Q1 2026.
5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.