Newton One Investments’s Meta Platforms (Facebook) META Stock Holding History

Newton One Investments’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	$310K	Buy	550 +1	+0.2%	+$611	0.08%	36
2026 Q1	$314K	Hold	549	–	–	0.09%	36
2025 Q4	$362K	Buy	549 +1	+0.2%	+$668	0.11%	33
2025 Q3	$403K	Hold	548	–	–	0.12%	32
2025 Q2	$404K	Buy	548 +1	+0.2%	+$618	0.13%	30
2025 Q1	$316K	Hold	547	–	–	0.11%	33
2024 Q4	$320K	Hold	547	–	–	0.12%	32
2024 Q3	$313K	Buy	547 +1	+0.2%	+$515	0.13%	33
2024 Q2	$275K	Hold	546	–	–	0.12%	34
2024 Q1	$265K	Buy	546 +1	+0.2%	+$446	0.12%	35
2023 Q4	$193K	Hold	545	–	–	0.09%	39
2023 Q3	$164K	Hold	545	–	–	0.1%	41
2023 Q2	$156K	Hold	545	–	–	0.09%	44
2023 Q1	$116K	Hold	545	–	–	0.07%	51
2022 Q4	$65.6K	Hold	545	–	–	0.04%	62
2022 Q3	$74K	Hold	545	–	–	0.05%	57
2022 Q2	$88K	Hold	545	–	–	0.07%	55
2022 Q1	$121K	Hold	545	–	–	0.09%	49
2021 Q4	$183K	Hold	545	–	–	0.13%	35
2021 Q3	$185K	Hold	545	–	–	0.14%	34
2021 Q2	$190K	Hold	545	–	–	0.15%	33
2021 Q1	$161K	Hold	545	–	–	0.14%	29
2020 Q4	$149K	Buy	+545	New	+$149K	0.15%	30

Other funds holding META

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Newton One Investments's META Position: Q2 2026 in Review

Newton One Investments increased its Meta Platforms (Facebook) (META) stake by 0.18% in Q2 2026, buying an estimated $611 and bringing the position to 550 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #36.

Newton One Investments first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $404K in Q2 2025. 2,845 funds tracked by Wall St. Rank hold META as of Q2 2026.

Newton One Investments held 550 shares of Meta Platforms (Facebook) worth $310K as of Q2 2026.
Newton One Investments bought 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
Meta Platforms (Facebook) made up 0.08% of Newton One Investments's portfolio in Q2 2026, its #36 holding.
Newton One Investments first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
Newton One Investments's Meta Platforms (Facebook) position peaked at $404K in Q2 2025.
2,845 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.