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

NBZ 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 		$292K Hold
518
– – 0.11% 50
2026
Q1 		$296K Hold
518
– – 0.13% 43
2025
Q4 		$342K Sell
518
-25
-5% -$16.7K 0.15% 38
2025
Q3 		$399K Hold
543
– – 0.21% 35
2025
Q2 		$401K Buy
543
+7
+1% +$4.33K 0.23% 35
2025
Q1 		$309K Buy
536
+19
+4% +$12.3K 0.18% 39
2024
Q4 		$303K Buy
+517
New +$303K 0.17% 35

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 $3.38T AUM 44.17% 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

NBZ Investment Advisors's META Position: Q2 2026 in Review

NBZ Investment Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 518 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #50.

NBZ Investment Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $401K in Q2 2025. 5,088 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • NBZ Investment Advisors held 518 shares of Meta Platforms (Facebook) worth $292K as of Q2 2026.
  • NBZ Investment Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.11% of NBZ Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • NBZ Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • NBZ Investment Advisors's Meta Platforms (Facebook) position peaked at $401K in Q2 2025.
  • 5,088 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.