MFWP
META icon

Mosaic Family Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Mosaic Family Wealth 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 		$3.63M Buy
6,443
+4,927
+325% +$3.01M 0.24% 64
2026
Q1 		$868K Buy
1,516
+242
+19% +$155K 0.09% 124
2025
Q4 		$841K Sell
1,274
-187
-13% -$125K 0.09% 106
2025
Q3 		$1.09M Buy
1,461
+6
+0.4% +$4.47K 0.13% 81
2025
Q2 		$1.07M Sell
1,455
-80
-5% -$49.4K 0.14% 77
2025
Q1 		$885K Buy
1,535
+100
+7% +$64.5K 0.13% 84
2024
Q4 		$840K Buy
1,435
+17
+1% +$9.98K 0.12% 88
2024
Q3 		$812K Buy
1,418
+19
+1% +$9.78K 0.12% 86
2024
Q2 		$705K Buy
1,399
+47
+3% +$22.8K 0.11% 95
2024
Q1 		$656K Buy
1,352
+41
+3% +$18.3K 0.11% 101
2023
Q4 		$464K Hold
1,311
– – 0.08% 119
2023
Q3 		$394K Buy
1,311
+1
+0.1% +$301 0.08% 115
2023
Q2 		$375K Sell
1,310
-184
-12% -$45.4K 0.07% 124
2023
Q1 		$317K Buy
+1,494
New +$254K 0.07% 138

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

Mosaic Family Wealth Partners's META Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 325% in Q2 2026, buying an estimated $3.01M and bringing the position to 6,443 shares worth $3.63M. The position accounts for 0.24% of the portfolio, ranked #64.

Mosaic Family Wealth Partners first reported a position in META in Q1 2023 and has held it in 14 quarters since. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Mosaic Family Wealth Partners held 6,443 shares of Meta Platforms (Facebook) worth $3.63M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 4,927 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.01M.
  • Meta Platforms (Facebook) made up 0.24% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Mosaic Family Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.