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Naviter Wealth’s Meta Platforms (Facebook) META Stock Holding History

Naviter Wealth’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 		$11.3M Buy
20,131
+3,256
+19% +$1.99M 1.03% 17
2026
Q1 		$9.65M Sell
16,875
-402
-2% -$258K 1.21% 17
2025
Q4 		$11.4M Buy
17,277
+561
+3% +$375K 1.49% 13
2025
Q3 		$12.3M Buy
16,716
+776
+5% +$578K 1.43% 13
2025
Q2 		$11.8M Sell
15,940
-937
-6% -$579K 1.45% 12
2025
Q1 		$9.73M Sell
16,877
-164
-1% -$106K 1.18% 15
2024
Q4 		$9.98M Buy
17,041
+7,288
+75% +$4.28M 1.2% 15
2024
Q3 		$5.58M Buy
9,753
+68
+0.7% +$35K 0.78% 28
2024
Q2 		$4.88M Buy
9,685
+733
+8% +$356K 0.73% 31
2024
Q1 		$4.35M Buy
8,952
+3,019
+51% +$1.35M 0.71% 29
2023
Q4 		$2.1M Buy
5,933
+703
+13% +$229K 0.42% 61
2023
Q3 		$1.57M Sell
5,230
-297
-5% -$89.5K 0.38% 65
2023
Q2 		$1.59M Buy
5,527
+81
+1% +$20K 0.4% 65
2023
Q1 		$1.15M Sell
5,446
-5,743
-51% -$978K 0.4% 67
2022
Q4 		$1.6M Buy
11,189
+2,828
+34% +$332K 0.44% 48
2022
Q3 		$1.13M Buy
8,361
+1,041
+14% +$169K 0.46% 42
2022
Q2 		$1.18M Buy
+7,320
New +$1.41M 0.48% 38

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

Naviter Wealth's META Position: Q2 2026 in Review

Naviter Wealth increased its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, buying an estimated $1.99M and bringing the position to 20,131 shares worth $11.3M. The position accounts for 1.03% of the portfolio, ranked #17.

Naviter Wealth first reported a position in META in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.3M in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Naviter Wealth held 20,131 shares of Meta Platforms (Facebook) worth $11.3M as of Q2 2026.
  • Naviter Wealth bought 3,256 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.99M.
  • Meta Platforms (Facebook) made up 1.03% of Naviter Wealth's portfolio in Q2 2026, its #17 holding.
  • Naviter Wealth first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 17 quarters since.
  • Naviter Wealth's Meta Platforms (Facebook) position peaked at $12.3M in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.