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Mosaic Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Mosaic Financial Group’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 		– Sell
-389
Closed -$222K – 137
2026
Q1 		$222K Sell
389
-592
-60% -$379K 0.16% 119
2025
Q4 		$648K Sell
981
-57
-5% -$38.1K 0.44% 50
2025
Q3 		$762K Hold
1,038
– – 0.54% 43
2025
Q2 		$766K Buy
1,038
+411
+66% +$254K 0.59% 42
2025
Q1 		$361K Buy
627
+1
+0.2% +$645 0.29% 72
2024
Q4 		$367K Buy
+626
New +$367K 0.26% 76

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 Financial Group's META Position: Q2 2026 in Review

Mosaic Financial Group sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 389 shares — an estimated $222K sold.

Mosaic Financial Group first reported a position in META in Q4 2024 and held it in 6 quarters. The position peaked at $766K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Mosaic Financial Group reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Mosaic Financial Group sold 389 Meta Platforms (Facebook) shares in Q2 2026, an estimated $222K.
  • Mosaic Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 6 quarters.
  • Mosaic Financial Group's Meta Platforms (Facebook) position peaked at $766K in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.