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Okabena Investment Services’s Meta Platforms (Facebook) META Stock Holding History

Okabena Investment Services’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 		$1.68M Sell
2,980
-154
-5% -$94.2K 0.3% 52
2026
Q1 		$1.79M Buy
3,134
+2,291
+272% +$1.47M 0.35% 51
2025
Q4 		$556K Sell
843
-1,270
-60% -$848K 0.11% 109
2025
Q3 		$1.55M Sell
2,113
-1,525
-42% -$1.14M 0.3% 57
2025
Q2 		$2.69M Buy
3,638
+1,862
+105% +$1.15M 0.6% 32
2025
Q1 		$1.02M Buy
1,776
+310
+21% +$200K 0.26% 70
2024
Q4 		$858K Buy
1,466
+241
+20% +$141K 0.24% 70
2024
Q3 		$701K Sell
1,225
-1,545
-56% -$795K 0.2% 76
2024
Q2 		$1.4M Sell
2,770
-1,327
-32% -$645K 0.44% 48
2024
Q1 		$1.99M Sell
4,097
-1,283
-24% -$572K 0.66% 37
2023
Q4 		$1.9M Buy
5,380
+2,784
+107% +$907K 0.74% 36
2023
Q3 		$779K Sell
2,596
-209
-7% -$63K 0.61% 37
2023
Q2 		$805K Buy
2,805
+2,756
+5,624% +$680K 0.59% 40
2023
Q1 		$10.4K Buy
49
+22
+81% +$3.75K 0.01% 97
2022
Q4 		$3.25K Sell
27
-8,197
-100% -$963K ﹤0.01% 174
2022
Q3 		$1.12M Buy
8,224
+2,229
+37% +$361K 0.54% 51
2022
Q2 		$967K Buy
5,995
+4,222
+238% +$814K 0.5% 49
2022
Q1 		$394K Hold
1,773
– – 0.17% 85
2021
Q4 		$596K Sell
1,773
-4,701
-73% -$1.56M 0.23% 75
2021
Q3 		$2.2M Sell
6,474
-2,033
-24% -$732K 1.16% 22
2021
Q2 		$2.96M Buy
8,507
+3,813
+81% +$1.22M 1.39% 18
2021
Q1 		$1.38M Sell
4,694
-271
-5% -$73K 0.74% 34
2020
Q4 		$1.36M Buy
4,965
+400
+9% +$110K 0.79% 29
2020
Q3 		$1.2M Hold
4,565
– – 0.92% 37
2020
Q2 		$1.04M Sell
4,565
-832
-15% -$174K 0.91% 37
2020
Q1 		$900K Sell
5,397
-844
-14% -$165K 1.02% 39
2019
Q4 		$1.28M Buy
+6,241
New +$1.21M 1.19% 34

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Okabena Investment Services's META Position: Q2 2026 in Review

Okabena Investment Services reduced its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2026, selling an estimated $94.2K and leaving 2,980 shares worth $1.68M. The position accounts for 0.3% of the portfolio, ranked #52.

Okabena Investment Services first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.96M in Q2 2021. 3,980 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Okabena Investment Services held 2,980 shares of Meta Platforms (Facebook) worth $1.68M as of Q2 2026.
  • Okabena Investment Services sold 154 Meta Platforms (Facebook) shares in Q2 2026, an estimated $94.2K.
  • Meta Platforms (Facebook) made up 0.3% of Okabena Investment Services's portfolio in Q2 2026, its #52 holding.
  • Okabena Investment Services first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Okabena Investment Services's Meta Platforms (Facebook) position peaked at $2.96M in Q2 2021.
  • 3,980 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.