New England Capital Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

New England Capital Financial 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	$285K	Hold	505	–	–	0.07%	51
2026 Q1	$289K	Sell	505 -5	-1%	-$3.2K	0.08%	48
2025 Q4	$337K	Sell	510 -15	-3%	-$10K	0.13%	46
2025 Q3	$386K	Hold	525	–	–	0.16%	42
2025 Q2	$388K	Buy	525 +77	+17%	+$47.6K	0.18%	37
2025 Q1	$258K	Buy	448 +5	+1%	+$3.23K	0.13%	48
2024 Q4	$259K	Sell	443 -10	-2%	-$5.87K	0.13%	49
2024 Q3	$259K	Sell	453 -19	-4%	-$9.78K	0.13%	49
2024 Q2	$238K	Buy	472 +1	+0.2%	+$486	0.13%	49
2024 Q1	$229K	Sell	471 -69	-13%	-$30.8K	0.13%	48
2023 Q4	$191K	Hold	540	–	–	0.11%	53
2023 Q3	$162K	Hold	540	–	–	0.11%	57
2023 Q2	$155K	Hold	540	–	–	0.1%	58
2023 Q1	$114K	Hold	540	–	–	0.08%	70
2022 Q4	$75.3K	Buy	+540	New	+$63.4K	0.05%	89

Other funds holding META

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New England Capital Financial Advisors's META Position: Q2 2026 in Review

New England Capital Financial Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 505 shares worth $285K. The position accounts for 0.07% of the portfolio, ranked #51.

New England Capital Financial Advisors first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $388K in Q2 2025. 2,518 funds tracked by Wall St. Rank hold META as of Q2 2026.

New England Capital Financial Advisors held 505 shares of Meta Platforms (Facebook) worth $285K as of Q2 2026.
New England Capital Financial Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.07% of New England Capital Financial Advisors's portfolio in Q2 2026, its #51 holding.
New England Capital Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's Meta Platforms (Facebook) position peaked at $388K in Q2 2025.
2,518 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.