PWG
META icon

Portside Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Portside Wealth Group’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 		$8.31M Buy
14,755
+573
+4% +$350K 0.97% 18
2026
Q1 		$8.11M Buy
14,182
+2,437
+21% +$1.56M 1.1% 13
2025
Q4 		$7.75M Buy
11,745
+258
+2% +$172K 1.04% 17
2025
Q3 		$8.44M Buy
11,487
+1,524
+15% +$1.13M 1.16% 15
2025
Q2 		$7.35M Buy
9,963
+1,061
+12% +$656K 1.09% 15
2025
Q1 		$5.13M Buy
8,902
+1,187
+15% +$766K 0.84% 25
2024
Q4 		$4.52M Buy
7,715
+1,799
+30% +$1.06M 0.75% 32
2024
Q3 		$3.39M Buy
5,916
+852
+17% +$438K 0.58% 44
2024
Q2 		$2.55M Buy
5,064
+138
+3% +$67.1K 0.49% 53
2024
Q1 		$2.39M Sell
4,926
-553
-10% -$247K 0.44% 63
2023
Q4 		$1.94M Buy
5,479
+532
+11% +$173K 0.36% 78
2023
Q3 		$1.49M Buy
4,947
+700
+16% +$211K 0.28% 91
2023
Q2 		$1.22M Buy
+4,247
New +$1.05M 0.23% 105

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

Portside Wealth Group's META Position: Q2 2026 in Review

Portside Wealth Group increased its Meta Platforms (Facebook) (META) stake by 4% in Q2 2026, buying an estimated $350K and bringing the position to 14,755 shares worth $8.31M. The position accounts for 0.97% of the portfolio, ranked #18.

Portside Wealth Group first reported a position in META in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.44M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Portside Wealth Group held 14,755 shares of Meta Platforms (Facebook) worth $8.31M as of Q2 2026.
  • Portside Wealth Group bought 573 Meta Platforms (Facebook) shares in Q2 2026, an estimated $350K.
  • Meta Platforms (Facebook) made up 0.97% of Portside Wealth Group's portfolio in Q2 2026, its #18 holding.
  • Portside Wealth Group first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Meta Platforms (Facebook) position peaked at $8.44M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.