OCFG
META icon

O'Connor Financial Group’s Meta Platforms (Facebook) META Stock Holding History

O'Connor Financial Group’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 		$430K Buy
751
+3
+0.4% +$1.92K 0.18% 44
2025
Q4 		$493K Buy
748
+2
+0.3% +$1.34K 0.2% 41
2025
Q3 		$548K Buy
746
+12
+2% +$8.93K 0.23% 39
2025
Q2 		$528K Buy
734
+69
+10% +$42.6K 0.23% 38
2025
Q1 		$383K Buy
665
+4
+0.6% +$2.58K 0.2% 39
2024
Q4 		$387K Buy
661
+10
+2% +$5.87K 0.2% 38
2024
Q3 		$373K Buy
651
+5
+0.8% +$2.57K 0.2% 39
2024
Q2 		$326K Buy
646
+11
+2% +$5.35K 0.19% 37
2024
Q1 		$308K Sell
635
-5
-0.8% -$2.23K 0.18% 36
2023
Q4 		$227K Buy
+640
New +$208K 0.14% 50

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM