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Spectrum Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Spectrum Investment 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 		$579K Buy
+1,029
New +$629K 0.24% 34
2026
Q1 		– Sell
-306
Closed -$202K – 48
2025
Q4 		$202K Buy
+306
New +$204K 0.1% 48

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

Spectrum Investment Advisors's META Position: Q2 2026 in Review

Spectrum Investment Advisors opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 1,029 shares worth $579K. The stake represents 0.24% of the portfolio and ranks #34 among its holdings. This is a return to the name: Spectrum Investment Advisors previously reported a position in META as recently as Q4 2025.

Spectrum Investment Advisors first reported a position in META in Q4 2025 and has held it in 2 quarters since. 5,070 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Spectrum Investment Advisors held 1,029 shares of Meta Platforms (Facebook) worth $579K as of Q2 2026.
  • Meta Platforms (Facebook) was a new Spectrum Investment Advisors position in Q2 2026.
  • Meta Platforms (Facebook) made up 0.24% of Spectrum Investment Advisors's portfolio in Q2 2026, its #34 holding.
  • Spectrum Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 2 quarters since.
  • 5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.