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Northern Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Northern 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 		$1.47M Sell
2,611
-57
-2% -$34.9K 0.97% 29
2026
Q1 		$1.53M Buy
2,668
+1,084
+68% +$695K 1.11% 25
2025
Q4 		$1.05M Sell
1,584
-996
-39% -$665K 1.2% 22
2025
Q3 		$1.89M Buy
2,580
+1
+0% +$744 0.99% 27
2025
Q2 		$1.9M Sell
2,579
-60
-2% -$37.1K 1.43% 20
2025
Q1 		$1.52M Buy
2,639
+27
+1% +$17.4K 1.26% 25
2024
Q4 		$1.53M Sell
2,612
-107
-4% -$62.8K 1.22% 24
2024
Q3 		$1.56M Sell
2,719
-21
-0.8% -$10.8K 1.18% 28
2024
Q2 		$1.38M Sell
2,740
-99
-3% -$48.1K 1.11% 28
2024
Q1 		$1.38M Sell
2,839
-70
-2% -$31.2K 1.08% 29
2023
Q4 		$1.03M Buy
2,909
+14
+0.5% +$4.56K 0.87% 40
2023
Q3 		$869K Sell
2,895
-127
-4% -$38.3K 0.8% 44
2023
Q2 		$824K Sell
3,022
-192
-6% -$47.4K 0.73% 44
2023
Q1 		$645K Buy
3,214
+189
+6% +$32.2K 0.61% 53
2022
Q4 		$364K Buy
+3,025
New +$355K 0.41% 67

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

Northern Financial Advisors's META Position: Q2 2026 in Review

Northern Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.1% in Q2 2026, selling an estimated $34.9K and leaving 2,611 shares worth $1.47M. The position accounts for 0.97% of the portfolio, ranked #29.

Northern Financial Advisors first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.9M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Northern Financial Advisors held 2,611 shares of Meta Platforms (Facebook) worth $1.47M as of Q2 2026.
  • Northern Financial Advisors sold 57 Meta Platforms (Facebook) shares in Q2 2026, an estimated $34.9K.
  • Meta Platforms (Facebook) made up 0.97% of Northern Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Northern Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Northern Financial Advisors's Meta Platforms (Facebook) position peaked at $1.9M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.