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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Nvest Financial's META Position: Q1 2026 in Review

Nvest Financial increased its Meta Platforms (Facebook) (META) stake by 5% in Q1 2026, buying an estimated $129K and bringing the position to 4,223 shares worth $2.42M. The position accounts for 0.9% of the portfolio, ranked #29.

Nvest Financial first reported a position in META in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.65M in Q4 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Nvest Financial held 4,223 shares of Meta Platforms (Facebook) worth $2.42M as of Q1 2026.
Nvest Financial bought 201 Meta Platforms (Facebook) shares in Q1 2026, an estimated $129K.
Meta Platforms (Facebook) made up 0.9% of Nvest Financial's portfolio in Q1 2026, its #29 holding.
Nvest Financial first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 11 quarters since.
Nvest Financial's Meta Platforms (Facebook) position peaked at $2.65M in Q4 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.