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Personal CFO Solutions’s Meta Platforms (Facebook) META Stock Holding History

Personal CFO Solutions’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 		$4.81M Buy
8,533
+1,141
+15% +$698K 0.69% 22
2026
Q1 		$4.23M Buy
7,392
+726
+11% +$465K 0.59% 29
2025
Q4 		$4.4M Buy
6,666
+510
+8% +$341K 0.7% 24
2025
Q3 		$4.52M Buy
6,156
+328
+6% +$244K 0.79% 18
2025
Q2 		$4.3M Buy
5,828
+367
+7% +$227K 0.8% 18
2025
Q1 		$3.15M Buy
5,461
+359
+7% +$232K 0.64% 24
2024
Q4 		$2.99M Buy
5,102
+220
+5% +$129K 0.59% 25
2024
Q3 		$2.79M Buy
4,882
+140
+3% +$72K 0.39% 51
2024
Q2 		$2.39M Buy
4,742
+308
+7% +$150K 0.37% 54
2024
Q1 		$2.15M Sell
4,434
-1,439
-25% -$642K 0.34% 58
2023
Q4 		$2.08M Buy
5,873
+982
+20% +$320K 0.36% 52
2023
Q3 		$1.47M Sell
4,891
-536
-10% -$161K 0.29% 69
2023
Q2 		$1.56M Sell
5,427
-90
-2% -$22.2K 0.32% 66
2023
Q1 		$1.17M Buy
5,517
+1,307
+31% +$223K 0.24% 79
2022
Q4 		$507K Sell
4,210
-8,026
-66% -$942K 0.11% 190
2022
Q3 		$1.66M Sell
12,236
-76
-0.6% -$12.3K 0.42% 49
2022
Q2 		$1.99M Sell
12,312
-361
-3% -$69.6K 0.47% 45
2022
Q1 		$2.82M Buy
12,673
+774
+7% +$193K 0.56% 35
2021
Q4 		$4M Sell
11,899
-2,327
-16% -$773K 0.75% 25
2021
Q3 		$4.83M Buy
14,226
+474
+3% +$171K 0.99% 20
2021
Q2 		$4.78M Sell
13,752
-649
-5% -$208K 0.98% 21
2021
Q1 		$4.24M Buy
14,401
+381
+3% +$103K 0.92% 22
2020
Q4 		$3.83M Sell
14,020
-27
-0.2% -$7.4K 0.95% 23
2020
Q3 		$4M Buy
14,047
+135
+1% +$34.8K 1.33% 19
2020
Q2 		$3.16M Buy
13,912
+121
+0.9% +$25.3K 0.93% 22
2020
Q1 		$2.3M Buy
13,791
+1,066
+8% +$209K 0.83% 28
2019
Q4 		$2.61M Sell
12,725
-1,418
-10% -$275K 0.75% 25
2019
Q3 		$2.52M Buy
+14,143
New +$2.69M 1.01% 17

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

Personal CFO Solutions's META Position: Q2 2026 in Review

Personal CFO Solutions increased its Meta Platforms (Facebook) (META) stake by 15% in Q2 2026, buying an estimated $698K and bringing the position to 8,533 shares worth $4.81M. The position accounts for 0.69% of the portfolio, ranked #22.

Personal CFO Solutions first reported a position in META in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.83M in Q3 2021. 5,062 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Personal CFO Solutions held 8,533 shares of Meta Platforms (Facebook) worth $4.81M as of Q2 2026.
  • Personal CFO Solutions bought 1,141 Meta Platforms (Facebook) shares in Q2 2026, an estimated $698K.
  • Meta Platforms (Facebook) made up 0.69% of Personal CFO Solutions's portfolio in Q2 2026, its #22 holding.
  • Personal CFO Solutions first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Meta Platforms (Facebook) position peaked at $4.83M in Q3 2021.
  • 5,062 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.