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

Perennial 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
Q1 		$6.58M Buy
11,501
+292
+3% +$187K 0.52% 36
2025
Q4 		$7.4M Buy
11,209
+551
+5% +$368K 0.58% 35
2025
Q3 		$7.83M Buy
10,658
+47
+0.4% +$35K 0.65% 30
2025
Q2 		$7.83M Buy
10,611
+1,057
+11% +$653K 0.76% 28
2025
Q1 		$5.51M Buy
9,554
+1,881
+25% +$1.21M 0.62% 34
2024
Q4 		$4.49M Buy
7,673
+45
+0.6% +$26.4K 0.53% 40
2024
Q3 		$4.37M Buy
7,628
+333
+5% +$171K 0.57% 38
2024
Q2 		$3.68M Buy
7,295
+357
+5% +$174K 0.53% 40
2024
Q1 		$3.37M Buy
6,938
+195
+3% +$87K 0.51% 42
2023
Q4 		$2.39M Sell
6,743
-72
-1% -$23.4K 0.4% 57
2023
Q3 		$2.05M Buy
6,815
+67
+1% +$20.2K 0.37% 63
2023
Q2 		$1.94M Sell
6,748
-362
-5% -$89.3K 0.34% 65
2023
Q1 		$1.51M Buy
7,110
+1,196
+20% +$204K 0.28% 77
2022
Q4 		$712K Sell
5,914
-79
-1% -$9.28K 0.29% 68
2022
Q3 		$813K Sell
5,993
-4,277
-42% -$693K 0.37% 54
2022
Q2 		$1.65M Buy
10,270
+437
+4% +$84.3K 0.65% 33
2022
Q1 		$2.18M Buy
9,833
+634
+7% +$158K 0.69% 30
2021
Q4 		$3.09M Buy
9,199
+468
+5% +$155K 0.97% 19
2021
Q3 		$2.96M Sell
8,731
-54
-0.6% -$19.4K 1.05% 18
2021
Q2 		$3.06M Sell
8,785
-602
-6% -$193K 1.11% 14
2021
Q1 		$2.77M Sell
9,387
-446
-5% -$120K 1.09% 17
2020
Q4 		$2.69M Sell
9,833
-70
-0.7% -$19.2K 1.15% 16
2020
Q3 		$2.6M Buy
9,903
+3,165
+47% +$816K 1.3% 15
2020
Q2 		$1.53M Buy
6,738
+298
+5% +$62.2K 1.04% 24
2020
Q1 		$1.07M Buy
6,440
+375
+6% +$73.4K 0.95% 26
2019
Q4 		$1.25M Buy
+6,065
New +$1.17M 0.98% 23

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

Perennial Investment Advisors's META Position: Q1 2026 in Review

Perennial Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 2.6% in Q1 2026, buying an estimated $187K and bringing the position to 11,501 shares worth $6.58M. The position accounts for 0.52% of the portfolio, ranked #36.

Perennial Investment Advisors first reported a position in META in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.83M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Perennial Investment Advisors held 11,501 shares of Meta Platforms (Facebook) worth $6.58M as of Q1 2026.
  • Perennial Investment Advisors bought 292 Meta Platforms (Facebook) shares in Q1 2026, an estimated $187K.
  • Meta Platforms (Facebook) made up 0.52% of Perennial Investment Advisors's portfolio in Q1 2026, its #36 holding.
  • Perennial Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 26 quarters since.
  • Perennial Investment Advisors's Meta Platforms (Facebook) position peaked at $7.83M in Q2 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.