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

Panoramic Investment 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 		$1.56M Buy
2,764
+38
+1% +$23.2K 0.74% 36
2026
Q1 		$1.56M Buy
2,726
+89
+3% +$57K 0.84% 35
2025
Q4 		$1.74M Buy
2,637
+184
+8% +$123K 0.95% 33
2025
Q3 		$1.8M Sell
2,453
-140
-5% -$104K 1.01% 33
2025
Q2 		$1.91M Buy
2,593
+41
+2% +$25.3K 1.18% 28
2025
Q1 		$1.47M Sell
2,552
-21
-0.8% -$13.5K 0.99% 35
2024
Q4 		$1.51M Buy
2,573
+52
+2% +$30.5K 0.98% 35
2024
Q3 		$1.44M Buy
+2,521
New +$1.3M 1% 36
2024
Q1 		$1.2M Sell
2,480
-100
-4% -$44.6K 0.89% 34
2023
Q4 		$913K Buy
2,580
+50
+2% +$16.3K 0.79% 37
2023
Q3 		$760K Buy
+2,530
New +$762K 0.7% 40

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

Panoramic Investment Advisors's META Position: Q2 2026 in Review

Panoramic Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 1.4% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,764 shares worth $1.56M. The position accounts for 0.74% of the portfolio, ranked #36.

Panoramic Investment Advisors first reported a position in META in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.91M in Q2 2025. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Panoramic Investment Advisors held 2,764 shares of Meta Platforms (Facebook) worth $1.56M as of Q2 2026.
  • Panoramic Investment Advisors bought 38 Meta Platforms (Facebook) shares in Q2 2026, an estimated $23.2K.
  • Meta Platforms (Facebook) made up 0.74% of Panoramic Investment Advisors's portfolio in Q2 2026, its #36 holding.
  • Panoramic Investment Advisors first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 11 quarters since.
  • Panoramic Investment Advisors's Meta Platforms (Facebook) position peaked at $1.91M in Q2 2025.
  • 5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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