SGI
META icon

Swan Global Investments’s Meta Platforms (Facebook) META Stock Holding History

Swan Global Investments’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 		$1.86M Buy
3,299
+2,200
+200% +$1.35M 0.05% 43
2026
Q1 		$629K Buy
1,099
+52
+5% +$33.3K 0.02% 47
2025
Q4 		$691K Buy
1,047
+144
+16% +$96.2K 0.02% 47
2025
Q3 		$663K Buy
+903
New +$672K 0.02% 43

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

Swan Global Investments's META Position: Q2 2026 in Review

Swan Global Investments increased its Meta Platforms (Facebook) (META) stake by 200% in Q2 2026, buying an estimated $1.35M and bringing the position to 3,299 shares worth $1.86M. The position accounts for 0.05% of the portfolio, ranked #43.

Swan Global Investments first reported a position in META in Q3 2025 and has held it in 4 quarters since. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Swan Global Investments held 3,299 shares of Meta Platforms (Facebook) worth $1.86M as of Q2 2026.
  • Swan Global Investments bought 2,200 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.35M.
  • Meta Platforms (Facebook) made up 0.05% of Swan Global Investments's portfolio in Q2 2026, its #43 holding.
  • Swan Global Investments first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Swan Global Investments's 13F filing for Q2 2026, filed 11 Aug 2026.