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

Leeward Financial 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
Q2 		$2.32M Sell
4,111
-2,744
-40% -$1.68M 0.61% 46
2026
Q1 		$3.92M Buy
6,855
+417
+6% +$267K 1.17% 30
2025
Q4 		$4.25M Buy
6,438
+5,438
+544% +$3.63M 1.19% 28
2025
Q3 		$734K Sell
1,000
-138
-12% -$103K 0.21% 59
2025
Q2 		$840K Buy
1,138
+463
+69% +$286K 0.27% 58
2025
Q1 		$389K Buy
675
+64
+10% +$41.3K 0.15% 63
2024
Q4 		$358K Buy
611
+60
+11% +$35.2K 0.13% 68
2024
Q3 		$315K Buy
551
+7
+1% +$3.6K 0.12% 72
2024
Q2 		$274K Sell
544
-44
-7% -$21.4K 0.11% 73
2024
Q1 		$286K Buy
+588
New +$262K 0.12% 75
2022
Q4 		– Sell
-9,177
Closed -$1.25M – 67
2022
Q3 		$1.25M Sell
9,177
-754
-8% -$122K 0.89% 43
2022
Q2 		$1.6M Buy
9,931
+2,271
+30% +$438K 1.1% 35
2022
Q1 		$1.7M Buy
7,660
+1,501
+24% +$375K 1.05% 37
2021
Q4 		$2.07M Buy
+6,159
New +$2.04M 1.3% 30

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

Leeward Financial Partners's META Position: Q2 2026 in Review

Leeward Financial Partners reduced its Meta Platforms (Facebook) (META) stake by 40% in Q2 2026, selling an estimated $1.68M and leaving 4,111 shares worth $2.32M. The position accounts for 0.61% of the portfolio, ranked #46.

Leeward Financial Partners first reported a position in META in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.25M in Q4 2025. 5,031 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Leeward Financial Partners held 4,111 shares of Meta Platforms (Facebook) worth $2.32M as of Q2 2026.
  • Leeward Financial Partners sold 2,744 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.68M.
  • Meta Platforms (Facebook) made up 0.61% of Leeward Financial Partners's portfolio in Q2 2026, its #46 holding.
  • Leeward Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 14 quarters since.
  • Leeward Financial Partners's Meta Platforms (Facebook) position peaked at $4.25M in Q4 2025.
  • 5,031 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.