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Petix & Botte Financial’s Meta Platforms (Facebook) META Stock Holding History

Petix & Botte Financial’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 		$597K Buy
1,060
+536
+102% +$328K 0.12% 87
2026
Q1 		$606K Sell
524
-578
-52% -$370K 0.14% 78
2025
Q4 		$727K Buy
1,102
+54
+5% +$36.1K 0.17% 72
2025
Q3 		$770K Hold
1,048
– – 0.18% 67
2025
Q2 		$774K Sell
1,048
-400
-28% -$247K 0.19% 67
2025
Q1 		$835K Hold
1,448
– – 0.22% 63
2024
Q4 		$848K Hold
1,448
– – 0.22% 65
2024
Q3 		$829K Hold
1,448
– – 0.22% 57
2024
Q2 		$730K Sell
1,448
-53
-4% -$25.8K 0.21% 63
2024
Q1 		$729K Buy
1,501
+53
+4% +$23.6K 0.18% 80
2023
Q4 		$513K Hold
1,448
– – 0.15% 63
2023
Q3 		$435K Hold
1,448
– – 0.14% 71
2023
Q2 		$416K Buy
+1,448
New +$357K 0.13% 75
2022
Q2 		– Sell
-2,062
Closed -$459K – 95
2022
Q1 		$459K Buy
2,062
+1,130
+121% +$282K 0.14% 68
2021
Q4 		$313K Sell
932
-794
-46% -$264K 0.2% 64
2021
Q3 		$586K Buy
1,726
+863
+100% +$311K 0.2% 62
2021
Q2 		$300K Hold
863
– – 0.21% 66
2021
Q1 		$254K Hold
863
– – 0.19% 68
2020
Q4 		$236K Hold
863
– – 0.18% 75
2020
Q3 		$226K Buy
+863
New +$223K 0.18% 69

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

Petix & Botte Financial's META Position: Q2 2026 in Review

Petix & Botte Financial increased its Meta Platforms (Facebook) (META) stake by 102% in Q2 2026, buying an estimated $328K and bringing the position to 1,060 shares worth $597K. The position accounts for 0.12% of the portfolio, ranked #87.

Petix & Botte Financial first reported a position in META in Q3 2020 and has held it in 20 quarters since. The position peaked at $848K in Q4 2024. 5,077 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Petix & Botte Financial held 1,060 shares of Meta Platforms (Facebook) worth $597K as of Q2 2026.
  • Petix & Botte Financial bought 536 Meta Platforms (Facebook) shares in Q2 2026, an estimated $328K.
  • Meta Platforms (Facebook) made up 0.12% of Petix & Botte Financial's portfolio in Q2 2026, its #87 holding.
  • Petix & Botte Financial first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 20 quarters since.
  • Petix & Botte Financial's Meta Platforms (Facebook) position peaked at $848K in Q4 2024.
  • 5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.