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Moneta Group Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Moneta Group Investment Advisors’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
Q1 		$17.3M Buy
30,197
+772
+3% +$495K 0.13% 81
2025
Q4 		$19.4M Buy
29,425
+3,060
+12% +$2.04M 0.15% 74
2025
Q3 		$19.4M Sell
26,365
-559
-2% -$416K 0.15% 70
2025
Q2 		$19.9M Buy
26,924
+2,162
+9% +$1.34M 0.24% 63
2025
Q1 		$14.3M Buy
24,762
+634
+3% +$409K 0.2% 70
2024
Q4 		$14.1M Sell
24,128
-596
-2% -$350K 0.2% 70
2024
Q3 		$14.2M Buy
24,724
+2,052
+9% +$1.06M 0.21% 68
2024
Q2 		$11.4M Buy
22,672
+3,164
+16% +$1.54M 0.18% 74
2024
Q1 		$9.47M Buy
19,508
+7,389
+61% +$3.3M 0.15% 86
2023
Q4 		$4.29M Buy
12,119
+1,342
+12% +$437K 0.08% 118
2023
Q3 		$3.24M Sell
10,777
-714
-6% -$215K 0.07% 132
2023
Q2 		$3.3M Sell
11,491
-1,376
-11% -$340K 0.07% 130
2023
Q1 		$2.73M Buy
12,867
+4,706
+58% +$801K 0.07% 139
2022
Q4 		$1.22M Sell
8,161
-7,022
-46% -$825K 0.03% 189
2022
Q3 		$2.06M Sell
15,183
-1,605
-10% -$260K 0.08% 132
2022
Q2 		$2.71M Buy
16,788
+1,313
+8% +$253K 0.09% 125
2022
Q1 		$3.44M Buy
15,475
+654
+4% +$163K 0.14% 99
2021
Q4 		$4.99M Buy
14,821
+861
+6% +$286K 0.2% 81
2021
Q3 		$4.74M Sell
13,960
-2,490
-15% -$897K 0.22% 76
2021
Q2 		$5.72M Buy
16,450
+747
+5% +$240K 0.26% 77
2021
Q1 		$4.63M Buy
15,703
+5,343
+52% +$1.44M 0.24% 76
2020
Q4 		$2.83M Sell
10,360
-205
-2% -$56.2K 0.2% 83
2020
Q3 		$2.77M Sell
10,565
-9
-0.1% -$2.32K 0.24% 74
2020
Q2 		$2.4M Buy
10,574
+466
+5% +$97.3K 0.23% 73
2020
Q1 		$1.69M Buy
10,108
+252
+3% +$49.3K 0.18% 85
2019
Q4 		$2.02M Sell
9,856
-1,442
-13% -$279K 0.17% 87
2019
Q3 		$2.01M Buy
11,298
+3,122
+38% +$593K 0.19% 82
2019
Q2 		$1.58M Buy
8,176
+107
+1% +$19.6K 0.16% 90
2019
Q1 		$1.34M Buy
8,069
+120
+2% +$19.1K 0.14% 93
2018
Q4 		$1.04M Sell
7,949
-2,150
-21% -$311K 0.12% 98
2018
Q3 		$1.66M Buy
10,099
+2,192
+28% +$397K 0.17% 84
2018
Q2 		$1.54M Buy
7,907
+2,245
+40% +$406K 0.17% 77
2018
Q1 		$905K Buy
5,662
+890
+19% +$160K 0.12% 84
2017
Q4 		$842K Buy
4,772
+1,280
+37% +$226K 0.13% 83
2017
Q3 		$597K Sell
3,492
-10,318
-75% -$1.72M 0.09% 103
2017
Q2 		$2.08M Buy
13,810
+10,010
+263% +$1.49M 0.34% 53
2017
Q1 		$540K Sell
3,800
-120
-3% -$16K 0.11% 81
2016
Q4 		$451K Buy
3,920
+120
+3% +$14.7K 0.09% 99
2016
Q3 		$487K Hold
3,800
– – 0.11% 80
2016
Q2 		$434K Sell
3,800
-450
-11% -$51.9K 0.1% 117
2016
Q1 		$485K Buy
4,250
+500
+13% +$52.8K 0.11% 109
2015
Q4 		$392K Buy
3,750
+3,016
+411% +$310K 0.1% 92
2015
Q3 		$66K Buy
+734
New +$67.4K 0.02% 209

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

Moneta Group Investment Advisors's META Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 2.6% in Q1 2026, buying an estimated $495K and bringing the position to 30,197 shares worth $17.3M. The position accounts for 0.13% of the portfolio, ranked #81.

Moneta Group Investment Advisors first reported a position in META in Q3 2015 and has held it in 43 quarters since. The position peaked at $19.9M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Moneta Group Investment Advisors held 30,197 shares of Meta Platforms (Facebook) worth $17.3M as of Q1 2026.
  • Moneta Group Investment Advisors bought 772 Meta Platforms (Facebook) shares in Q1 2026, an estimated $495K.
  • Meta Platforms (Facebook) made up 0.13% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #81 holding.
  • Moneta Group Investment Advisors first reported a position in Meta Platforms (Facebook) in Q3 2015 and has held it in 43 quarters since.
  • Moneta Group Investment Advisors's Meta Platforms (Facebook) position peaked at $19.9M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.