OA
META icon

Operose Advisors’s Meta Platforms (Facebook) META Stock Holding History

Operose Advisors’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 		$2.07M Sell
3,670
-189
-5% -$116K 0.4% 36
2026
Q1 		$2.21M Buy
3,859
+389
+11% +$249K 0.51% 30
2025
Q4 		$2.29M Buy
3,470
+805
+30% +$538K 0.53% 28
2025
Q3 		$1.96M Buy
2,665
+50
+2% +$37.2K 0.49% 30
2025
Q2 		$1.93M Buy
2,615
+60
+2% +$37.1K 0.54% 28
2025
Q1 		$1.47M Sell
2,555
-4
-0.2% -$2.58K 0.49% 32
2024
Q4 		$1.5M Buy
2,559
+539
+27% +$316K 0.51% 31
2024
Q3 		$1.16M Hold
2,020
– – 0.37% 36
2024
Q2 		$1.02M Buy
2,020
+30
+2% +$14.6K 0.36% 35
2024
Q1 		$966K Buy
1,990
+1,006
+102% +$449K 0.33% 37
2023
Q4 		$348K Sell
984
-1,396
-59% -$455K 0.14% 75
2023
Q3 		$715K Buy
2,380
+1,950
+453% +$588K 0.28% 37
2023
Q2 		$123K Buy
430
+26
+6% +$6.42K 0.06% 108
2023
Q1 		$85.6K Hold
404
– – 0.04% 128
2022
Q4 		$48.6K Sell
404
-40
-9% -$4.7K 0.03% 154
2022
Q3 		$60K Hold
444
– – 0.04% 137
2022
Q2 		$72K Hold
444
– – 0.05% 117
2022
Q1 		$99K Buy
444
+10
+2% +$2.5K 0.07% 106
2021
Q4 		$146K Buy
+434
New +$144K 0.12% 75

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

Operose Advisors's META Position: Q2 2026 in Review

Operose Advisors reduced its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2026, selling an estimated $116K and leaving 3,670 shares worth $2.07M. The position accounts for 0.4% of the portfolio, ranked #36.

Operose Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.29M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Operose Advisors held 3,670 shares of Meta Platforms (Facebook) worth $2.07M as of Q2 2026.
  • Operose Advisors sold 189 Meta Platforms (Facebook) shares in Q2 2026, an estimated $116K.
  • Meta Platforms (Facebook) made up 0.4% of Operose Advisors's portfolio in Q2 2026, its #36 holding.
  • Operose Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's Meta Platforms (Facebook) position peaked at $2.29M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.