MIM
META icon

Morningstar Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Morningstar Investment Management’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 		$21.6M Hold
37,736
– – 1.33% 13
2026
Q1 		$21.6M Buy
37,736
+1,907
+5% +$1.22M 1.34% 13
2025
Q4 		$23.6M Sell
35,829
-33,466
-48% -$22.3M 1.4% 12
2025
Q3 		$50.9M Buy
69,295
+17,381
+33% +$12.9M 1.87% 6
2025
Q2 		$38.3M Buy
51,914
+9,294
+22% +$5.74M 3.36% 10
2025
Q1 		$24.6M Buy
42,620
+4,106
+11% +$2.65M 2.09% 13
2024
Q4 		$22.6M Sell
38,514
-12,928
-25% -$7.59M 1.78% 13
2024
Q3 		$30.4M Buy
51,442
+109
+0.2% +$56.1K 3% 9
2024
Q2 		$25.9M Sell
51,333
-3,685
-7% -$1.79M 2.7% 9
2024
Q1 		$26.7M Sell
55,018
-14,209
-21% -$6.34M 2.9% 8
2023
Q4 		$24.5M Buy
69,227
+8,608
+14% +$2.8M 2.82% 8
2023
Q3 		$18.2M Sell
60,619
-5,855
-9% -$1.76M 2.5% 11
2023
Q2 		$19.1M Sell
66,474
-75,269
-53% -$18.6M 2.53% 12
2023
Q1 		$30M Buy
141,743
+5,118
+4% +$872K 4.42% 9
2022
Q4 		$16.4M Buy
136,625
+72,241
+112% +$8.48M 2.78% 12
2022
Q3 		$8.74M Hold
64,384
– – 1.66% 17
2022
Q2 		$10.4M Buy
64,384
+28,935
+82% +$5.58M 1.97% 14
2022
Q1 		$7.88M Buy
35,449
+16,841
+91% +$4.21M 1.48% 20
2021
Q4 		$6.26M Buy
+18,608
New +$6.18M 0.95% 29

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morningstar Investment Management's META Position: Q2 2026 in Review

Morningstar Investment Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 37,736 shares worth $21.6M. The position accounts for 1.33% of the portfolio, ranked #13.

Morningstar Investment Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $50.9M in Q3 2025. 1,957 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Morningstar Investment Management held 37,736 shares of Meta Platforms (Facebook) worth $21.6M as of Q2 2026.
  • Morningstar Investment Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 1.33% of Morningstar Investment Management's portfolio in Q2 2026, its #13 holding.
  • Morningstar Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Morningstar Investment Management's Meta Platforms (Facebook) position peaked at $50.9M in Q3 2025.
  • 1,957 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.