Private Client Services’s Meta Platforms (Facebook) META Stock Holding History

Private Client Services’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	$946K	Sell	1,679 -888	-35%	-$543K	0.25%	82
2026 Q1	$1.47M	Buy	2,567 +722	+39%	+$463K	0.44%	53
2025 Q4	$1.22M	Buy	1,845 +154	+9%	+$103K	0.38%	57
2025 Q3	$1.24M	Buy	1,691 +210	+14%	+$156K	0.42%	56
2025 Q2	$1.09M	Sell	1,481 -580	-28%	-$358K	0.43%	59
2025 Q1	$1.19M	Buy	2,061 +4	+0.2%	+$2.58K	0.59%	45
2024 Q4	$1.2M	Buy	2,057 +497	+32%	+$292K	0.65%	42
2024 Q3	$893K	Buy	1,560 +726	+87%	+$374K	0.48%	57
2024 Q2	$420K	Buy	834 +18	+2%	+$8.75K	0.26%	80
2024 Q1	$396K	Sell	816 -92	-10%	-$41K	0.27%	81
2023 Q4	$322K	Buy	+908	New	+$296K	0.26%	96

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Private Client Services's META Position: Q2 2026 in Review

Private Client Services reduced its Meta Platforms (Facebook) (META) stake by 35% in Q2 2026, selling an estimated $543K and leaving 1,679 shares worth $946K. The position accounts for 0.25% of the portfolio, ranked #82.

Private Client Services first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.47M in Q1 2026. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Private Client Services held 1,679 shares of Meta Platforms (Facebook) worth $946K as of Q2 2026.
Private Client Services sold 888 Meta Platforms (Facebook) shares in Q2 2026, an estimated $543K.
Meta Platforms (Facebook) made up 0.25% of Private Client Services's portfolio in Q2 2026, its #82 holding.
Private Client Services first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
Private Client Services's Meta Platforms (Facebook) position peaked at $1.47M in Q1 2026.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.