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Mountain Capital Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Mountain Capital 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
Q2 		$313K Sell
556
-79
-12% -$48.3K 0.04% 63
2026
Q1 		$431K Sell
635
-66
-9% -$42.3K 0.06% 47
2025
Q4 		$462K Buy
701
+138
+25% +$92.2K 0.07% 42
2025
Q3 		$404K Buy
563
+67
+14% +$49.9K 0.07% 48
2025
Q2 		$357K Sell
496
-46
-8% -$28.4K 0.07% 42
2025
Q1 		$289K Sell
542
-35
-6% -$22.6K 0.06% 44
2024
Q4 		$354K Sell
577
-9
-2% -$5.28K 0.07% 37
2024
Q3 		$343K Buy
586
+42
+8% +$21.6K 0.08% 39
2024
Q2 		$270K Sell
544
-22
-4% -$10.7K 0.07% 37
2024
Q1 		$293K Buy
+566
New +$252K 0.08% 34
2022
Q4 		– Sell
-14,501
Closed -$1.93M – 88
2022
Q3 		$1.93M Buy
+14,501
New +$2.35M 1.01% 24
2022
Q2 		– Sell
-13,416
Closed -$2.9M – 88
2022
Q1 		$2.9M Buy
13,416
+3,512
+35% +$878K 1.37% 15
2021
Q4 		$3.31M Sell
9,904
-631
-6% -$209K 1.5% 10
2021
Q3 		$3.48M Sell
10,535
-466
-4% -$168K 1.84% 13
2021
Q2 		$3.8M Sell
11,001
-37
-0.3% -$11.9K 1.75% 14
2021
Q1 		$3.42M Buy
11,038
+127
+1% +$34.2K 1.72% 11
2020
Q4 		$2.8M Sell
10,911
-3,229
-23% -$885K 1.69% 11
2020
Q3 		$3.9M Buy
+14,140
New +$3.65M 2.52% 6
2017
Q4 		– Sell
-912
Closed -$156K – 265
2017
Q3 		$156K Hold
912
– – 0.14% 38
2017
Q2 		$138K Buy
+912
New +$136K 0.14% 47

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

Mountain Capital Investment Advisors's META Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $48.3K and leaving 556 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #63.

Mountain Capital Investment Advisors first reported a position in META in Q2 2017 and has held it in 20 quarters since. The position peaked at $3.9M in Q3 2020. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Mountain Capital Investment Advisors held 556 shares of Meta Platforms (Facebook) worth $313K as of Q2 2026.
  • Mountain Capital Investment Advisors sold 79 Meta Platforms (Facebook) shares in Q2 2026, an estimated $48.3K.
  • Meta Platforms (Facebook) made up 0.04% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • Mountain Capital Investment Advisors first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 20 quarters since.
  • Mountain Capital Investment Advisors's Meta Platforms (Facebook) position peaked at $3.9M in Q3 2020.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.