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Morton Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Morton Capital 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 		$1.51M Buy
2,687
+137
+5% +$83.8K 0.21% 39
2026
Q1 		$1.46M Sell
2,550
-540
-17% -$346K 0.22% 36
2025
Q4 		$2.04M Buy
3,090
+409
+15% +$273K 0.31% 27
2025
Q3 		$1.97M Buy
2,681
+141
+6% +$105K 0.32% 28
2025
Q2 		$1.87M Sell
2,540
-113
-4% -$69.8K 0.33% 27
2025
Q1 		$1.53M Buy
2,653
+242
+10% +$156K 0.3% 32
2024
Q4 		$1.41M Buy
2,411
+64
+3% +$37.6K 0.27% 36
2024
Q3 		$1.34M Buy
2,347
+469
+25% +$241K 0.26% 36
2024
Q2 		$947K Sell
1,878
-57
-3% -$27.7K 0.22% 40
2024
Q1 		$940K Sell
1,935
-39
-2% -$17.4K 0.25% 40
2023
Q4 		$699K Buy
1,974
+49
+3% +$16K 0.21% 46
2023
Q3 		$578K Buy
1,925
+50
+3% +$15.1K 0.2% 47
2023
Q2 		$538K Hold
1,875
– – 0.18% 51
2023
Q1 		$397K Buy
+1,875
New +$319K 0.14% 63
2022
Q4 		– Sell
-1,554
Closed -$211K – 86
2022
Q3 		$211K Sell
1,554
-24
-2% -$3.89K 0.1% 76
2022
Q2 		$254K Sell
1,578
-141
-8% -$27.2K 0.11% 73
2022
Q1 		$382K Sell
1,719
-177
-9% -$44.2K 0.16% 56
2021
Q4 		$638K Buy
+1,896
New +$629K 0.26% 42

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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Morton Capital Management's META Position: Q2 2026 in Review

Morton Capital Management increased its Meta Platforms (Facebook) (META) stake by 5.4% in Q2 2026, buying an estimated $83.8K and bringing the position to 2,687 shares worth $1.51M. The position accounts for 0.21% of the portfolio, ranked #39.

Morton Capital Management first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q4 2025. 1,481 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Morton Capital Management held 2,687 shares of Meta Platforms (Facebook) worth $1.51M as of Q2 2026.
  • Morton Capital Management bought 137 Meta Platforms (Facebook) shares in Q2 2026, an estimated $83.8K.
  • Meta Platforms (Facebook) made up 0.21% of Morton Capital Management's portfolio in Q2 2026, its #39 holding.
  • Morton Capital Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Morton Capital Management's Meta Platforms (Facebook) position peaked at $2.04M in Q4 2025.
  • 1,481 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.