NF
META icon

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

Nvest Financial’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 		$2.57M Buy
4,571
+348
+8% +$213K 0.81% 35
2026
Q1 		$2.42M Buy
4,223
+201
+5% +$129K 0.9% 29
2025
Q4 		$2.65M Buy
4,022
+1,183
+42% +$790K 1.1% 24
2025
Q3 		$2.09M Sell
2,839
-570
-17% -$424K 1.2% 24
2025
Q2 		$2.52M Buy
3,409
+311
+10% +$192K 1.31% 25
2025
Q1 		$1.79M Sell
3,098
-12
-0.4% -$7.74K 0.96% 34
2024
Q4 		$1.82M Buy
3,110
+336
+12% +$197K 0.92% 33
2024
Q3 		$1.59M Buy
2,774
+234
+9% +$120K 0.91% 35
2024
Q2 		$1.28M Buy
2,540
+574
+29% +$279K 0.79% 39
2024
Q1 		$955K Buy
1,966
+671
+52% +$299K 0.64% 43
2023
Q4 		$458K Buy
+1,295
New +$422K 0.36% 52
2022
Q2 		– Sell
-3,988
Closed -$887K – 63
2022
Q1 		$887K Buy
+3,988
New +$997K 0.73% 40

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

Nvest Financial's META Position: Q2 2026 in Review

Nvest Financial increased its Meta Platforms (Facebook) (META) stake by 8.2% in Q2 2026, buying an estimated $213K and bringing the position to 4,571 shares worth $2.57M. The position accounts for 0.81% of the portfolio, ranked #35.

Nvest Financial first reported a position in META in Q1 2022 and has held it in 12 quarters since. The position peaked at $2.65M in Q4 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Nvest Financial held 4,571 shares of Meta Platforms (Facebook) worth $2.57M as of Q2 2026.
  • Nvest Financial bought 348 Meta Platforms (Facebook) shares in Q2 2026, an estimated $213K.
  • Meta Platforms (Facebook) made up 0.81% of Nvest Financial's portfolio in Q2 2026, its #35 holding.
  • Nvest Financial first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 12 quarters since.
  • Nvest Financial's Meta Platforms (Facebook) position peaked at $2.65M in Q4 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.