Mason Morfit’s Meta Platforms (Facebook) META Stock Holding History

Mason Morfit’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	$516M	Hold	915,674	–	–	9.15%	5
2026 Q1	$524M	Sell	915,674 -132,300	-13%	-$84.8M	9.17%	5
2025 Q4	$692M	Buy	1,047,974 +279,300	+36%	+$187M	9.85%	5
2025 Q3	$564M	Buy	768,674 +145,300	+23%	+$108M	9.52%	4
2025 Q2	$460M	Sell	623,374 -391,500	-39%	-$242M	8.22%	5
2025 Q1	$585M	Buy	1,014,874 +803,374	+380%	+$518M	12.77%	4
2024 Q4	$124M	Hold	211,500	–	–	2.82%	9
2024 Q3	$121M	Buy	+211,500	New	+$109M	2.77%	7

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

Mason Morfit's META Position: Q2 2026 in Review

Mason Morfit held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 915,674 shares worth $516M. The position accounts for 9.15% of the portfolio, ranked #5.

Mason Morfit first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $692M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Mason Morfit held 915,674 shares of Meta Platforms (Facebook) worth $516M as of Q2 2026.
Mason Morfit left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 9.15% of Mason Morfit's portfolio in Q2 2026, its #5 holding.
Mason Morfit first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
Mason Morfit's Meta Platforms (Facebook) position peaked at $692M in Q4 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on ValueAct Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.