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Richard Bernstein Advisors’s Meta Platforms (Facebook) META Stock Holding History

Richard Bernstein 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
Q1 		$8.55M Sell
14,937
-744
-5% -$477K 0.25% 23
2025
Q4 		$10.4M Sell
15,681
-1,646
-9% -$1.1M 0.3% 25
2025
Q3 		$12.7M Sell
17,327
-19,641
-53% -$14.6M 0.36% 24
2025
Q2 		$27.3M Sell
36,968
-3,745
-9% -$2.31M 0.67% 22
2025
Q1 		$23.5M Sell
40,713
-1,949
-5% -$1.26M 0.57% 24
2024
Q4 		$25M Sell
42,662
-2,074
-5% -$1.22M 0.57% 29
2024
Q3 		$25.6M Sell
44,736
-1,188
-3% -$611K 0.55% 28
2024
Q2 		$23.2M Buy
45,924
+584
+1% +$284K 0.51% 34
2024
Q1 		$22M Hold
45,340
– – 0.47% 33
2023
Q4 		$16M Sell
45,340
-3,358
-7% -$1.09M 0.36% 36
2023
Q3 		$14.6M Hold
48,698
– – 0.33% 40
2023
Q2 		$14M Sell
48,698
-2,849
-6% -$703K 0.3% 32
2023
Q1 		$10.9M Hold
51,547
– – 0.23% 36
2022
Q4 		$6.2M Sell
51,547
-4,979
-9% -$585K 0.14% 60
2022
Q3 		$7.67M Sell
56,526
-8,734
-13% -$1.42M 0.19% 52
2022
Q2 		$10.5M Hold
65,260
– – 0.23% 45
2022
Q1 		$14.5M Hold
65,260
– – 0.29% 44
2021
Q4 		$21.9M Hold
65,260
– – 0.42% 38
2021
Q3 		$22.1M Buy
65,260
+4,215
+7% +$1.52M 0.45% 35
2021
Q2 		$21.2M Hold
61,045
– – 0.44% 33
2021
Q1 		$18M Sell
61,045
-8,160
-12% -$2.2M 0.41% 30
2020
Q4 		$18.9M Hold
69,205
– – 0.46% 30
2020
Q3 		$18.1M Hold
69,205
– – 0.51% 24
2020
Q2 		$15.7M Buy
69,205
+10,376
+18% +$2.17M 0.49% 24
2020
Q1 		$9.81M Sell
58,829
-5,469
-9% -$1.07M 0.35% 24
2019
Q4 		$13.2M Sell
64,298
-6,508
-9% -$1.26M 0.43% 22
2019
Q3 		$12.6M Hold
70,806
– – 0.41% 21
2019
Q2 		$13.7M Sell
70,806
-7,030
-9% -$1.28M 0.45% 20
2019
Q1 		$13M Sell
77,836
-19,993
-20% -$3.18M 0.42% 22
2018
Q4 		$12.8M Hold
97,829
– – 0.47% 30
2018
Q3 		$16.1M Hold
97,829
– – 0.46% 29
2018
Q2 		$19M Sell
97,829
-7,567
-7% -$1.37M 0.61% 24
2018
Q1 		$16.8M Buy
105,396
+803
+0.8% +$144K 0.6% 20
2017
Q4 		$18.5M Buy
104,593
+11,633
+13% +$2.06M 0.81% 18
2017
Q3 		$15.9M Hold
92,960
– – 1.1% 14
2017
Q2 		$14M Buy
92,960
+9,634
+12% +$1.43M 1.07% 15
2017
Q1 		$11.8M Hold
83,326
– – 0.92% 18
2016
Q4 		$9.59M Hold
83,326
– – 0.8% 28
2016
Q3 		$10.7M Hold
83,326
– – 1.02% 15
2016
Q2 		$9.52M Hold
83,326
– – 0.91% 15
2016
Q1 		$9.51M Buy
83,326
+9,355
+13% +$987K 0.95% 14
2015
Q4 		$7.74M Hold
73,971
– – 0.99% 22
2015
Q3 		$6.65M Hold
73,971
– – 0.91% 26
2015
Q2 		$6.34M Buy
+73,971
New +$6.04M 0.77% 36

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Richard Bernstein Advisors's META Position: Q1 2026 in Review

Richard Bernstein Advisors reduced its Meta Platforms (Facebook) (META) stake by 4.7% in Q1 2026, selling an estimated $477K and leaving 14,937 shares worth $8.55M. The position accounts for 0.25% of the portfolio, ranked #23.

Richard Bernstein Advisors first reported a position in META in Q2 2015 and has held it in 44 quarters since. The position peaked at $27.3M in Q2 2025. 5,094 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Richard Bernstein Advisors held 14,937 shares of Meta Platforms (Facebook) worth $8.55M as of Q1 2026.
  • Richard Bernstein Advisors sold 744 Meta Platforms (Facebook) shares in Q1 2026, an estimated $477K.
  • Meta Platforms (Facebook) made up 0.25% of Richard Bernstein Advisors's portfolio in Q1 2026, its #23 holding.
  • Richard Bernstein Advisors first reported a position in Meta Platforms (Facebook) in Q2 2015 and has held it in 44 quarters since.
  • Richard Bernstein Advisors's Meta Platforms (Facebook) position peaked at $27.3M in Q2 2025.
  • 5,094 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.