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 Q2	$465K	Buy	826 +75	+10%	+$45.9K	0.16%	44
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

O'Connor Financial Group's META Position: Q2 2026 in Review

O'Connor Financial Group increased its Meta Platforms (Facebook) (META) stake by 10% in Q2 2026, buying an estimated $45.9K and bringing the position to 826 shares worth $465K. The position accounts for 0.16% of the portfolio, ranked #44.

O'Connor Financial Group first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $548K in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

O'Connor Financial Group held 826 shares of Meta Platforms (Facebook) worth $465K as of Q2 2026.
O'Connor Financial Group bought 75 Meta Platforms (Facebook) shares in Q2 2026, an estimated $45.9K.
Meta Platforms (Facebook) made up 0.16% of O'Connor Financial Group's portfolio in Q2 2026, its #44 holding.
O'Connor Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
O'Connor Financial Group's Meta Platforms (Facebook) position peaked at $548K in Q3 2025.
5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.