Shufro Rose & Co’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$231K Sell
403
-32
-7% -$20.5K 0.02% 271
2025
Q4
$287K Sell
435
-268
-38% -$179K 0.02% 237
2025
Q3
$405K Hold
703
0.03% 206
2025
Q2
$405K Hold
703
0.03% 201
2025
Q1
$405K Sell
703
-6
-0.8% -$3.87K 0.03% 204
2024
Q4
$415K Buy
709
+6
+0.9% +$3.52K 0.03% 193
2024
Q3
$354K Hold
703
0.03% 220
2024
Q2
$354K Hold
703
0.03% 220
2024
Q1
$341K Sell
703
-188
-21% -$83.9K 0.03% 218
2023
Q4
$267K Hold
891
0.03% 232
2023
Q3
$267K Sell
891
-73
-8% -$22K 0.03% 231
2023
Q2
$277K Hold
964
0.03% 235
2023
Q1
$204K Buy
+964
New +$164K 0.02% 274
2022
Q4
Sell
-1,629
Closed -$221K 351
2022
Q3
$221K Buy
1,629
+95
+6% +$15.4K 0.02% 262
2022
Q2
$247K Sell
1,534
-131
-8% -$25.3K 0.02% 248
2022
Q1
$370K Sell
1,665
-69
-4% -$17.2K 0.03% 214
2021
Q4
$583K Hold
1,734
0.04% 169
2021
Q3
$589K Sell
1,734
-556
-24% -$200K 0.05% 152
2021
Q2
$796K Sell
2,290
-79
-3% -$25.3K 0.06% 128
2021
Q1
$698K Sell
2,369
-642
-21% -$173K 0.06% 141
2020
Q4
$822K Buy
3,011
+556
+23% +$152K 0.07% 125
2020
Q3
$643K Hold
2,455
0.06% 132
2020
Q2
$557K Sell
2,455
-99
-4% -$20.7K 0.06% 139
2020
Q1
$426K Sell
2,554
-45
-2% -$8.81K 0.05% 157
2019
Q4
$533K Buy
2,599
+350
+16% +$67.8K 0.05% 161
2019
Q3
$401K Buy
2,249
+1,200
+114% +$228K 0.04% 182
2019
Q2
$202K Buy
+1,049
New +$192K 0.02% 266
2016
Q3
Sell
-94,700
Closed -$10.8M 270
2016
Q2
$10.8M Sell
94,700
-500
-0.5% -$57.6K 1.2% 25
2016
Q1
$10.9M Buy
95,200
+900
+1% +$95K 1.21% 26
2015
Q4
$9.87M Buy
+94,300
New +$9.69M 1.13% 30

Other funds holding META

Shufro Rose & Co's META Position: Q1 2026 in Review

Shufro Rose & Co reduced its Meta Platforms (Facebook) (META) stake by 7.4% in Q1 2026, selling an estimated $20.5K and leaving 403 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #271.

Shufro Rose & Co first reported a position in META in Q4 2015 and has held it in 30 quarters since. The position peaked at $10.9M in Q1 2016. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Shufro Rose & Co held 403 shares of Meta Platforms (Facebook) worth $231K as of Q1 2026.
  • Shufro Rose & Co sold 32 Meta Platforms (Facebook) shares in Q1 2026, an estimated $20.5K.
  • Meta Platforms (Facebook) made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #271 holding.
  • Shufro Rose & Co first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 30 quarters since.
  • Shufro Rose & Co's Meta Platforms (Facebook) position peaked at $10.9M in Q1 2016.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.