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

Pettinga Financial 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 		$373K Sell
662
-84
-11% -$51.4K 0.06% 112
2026
Q1 		$427K Buy
746
+1
+0.1% +$641 0.08% 105
2025
Q4 		$492K Buy
745
+92
+14% +$61.4K 0.09% 96
2025
Q3 		$479K Buy
653
+10
+2% +$7.44K 0.09% 93
2025
Q2 		$474K Buy
643
+21
+3% +$13K 0.1% 89
2025
Q1 		$359K Hold
622
– – 0.08% 90
2024
Q4 		$364K Buy
622
+1
+0.2% +$587 0.08% 98
2024
Q3 		$356K Hold
621
– – 0.08% 92
2024
Q2 		$313K Buy
621
+108
+21% +$52.5K 0.08% 97
2024
Q1 		$249K Buy
+513
New +$229K 0.06% 106

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

Pettinga Financial Advisors's META Position: Q2 2026 in Review

Pettinga Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, selling an estimated $51.4K and leaving 662 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #112.

Pettinga Financial Advisors first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $492K in Q4 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Pettinga Financial Advisors held 662 shares of Meta Platforms (Facebook) worth $373K as of Q2 2026.
  • Pettinga Financial Advisors sold 84 Meta Platforms (Facebook) shares in Q2 2026, an estimated $51.4K.
  • Meta Platforms (Facebook) made up 0.06% of Pettinga Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • Pettinga Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • Pettinga Financial Advisors's Meta Platforms (Facebook) position peaked at $492K in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.