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Symphony Financial’s Meta Platforms (Facebook) META Stock Holding History

Symphony Financial’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 		$6.03M Buy
10,717
+1,321
+14% +$808K 0.66% 42
2026
Q1 		$5.25M Buy
9,396
+892
+10% +$572K 0.7% 43
2025
Q4 		$5.66M Sell
8,504
-2,493
-23% -$1.66M 0.76% 38
2025
Q3 		$8.02M Sell
10,997
-9,018
-45% -$6.71M 0.98% 28
2025
Q2 		$7.78M Buy
20,015
+16,135
+416% +$9.97M 1.02% 26
2025
Q1 		$1.94M Sell
3,880
-4,242
-52% -$2.74M 1.15% 23
2024
Q4 		$5.04M Buy
8,122
+2,420
+42% +$1.42M 0.79% 35
2024
Q3 		$3.25M Buy
5,702
+714
+14% +$367K 0.54% 47
2024
Q2 		$2.55M Buy
4,988
+2,774
+125% +$1.35M 0.47% 54
2024
Q1 		$1.07M Sell
2,214
-2,199
-50% -$981K 0.25% 77
2023
Q4 		$1.6M Buy
4,413
+3,289
+293% +$1.07M 0.34% 70
2023
Q3 		$344K Buy
1,124
+271
+32% +$81.7K 0.08% 122
2023
Q2 		$241K Buy
+853
New +$210K 0.06% 169
2022
Q4 		– Sell
-6,289
Closed -$858K – 202
2022
Q3 		$858K Buy
6,289
+499
+9% +$80.9K 0.28% 81
2022
Q2 		$949K Buy
5,790
+202
+4% +$39K 0.28% 75
2022
Q1 		$1.24M Buy
5,588
+1,849
+49% +$462K 0.29% 69
2021
Q4 		$1.27M Buy
3,739
+1,120
+43% +$372K 0.35% 60
2021
Q3 		$889K Buy
2,619
+1,589
+154% +$572K 0.31% 58
2021
Q2 		$358K Sell
1,030
-16
-2% -$5.13K 0.12% 125
2021
Q1 		$320K Sell
1,046
-441
-30% -$119K 0.08% 146
2020
Q4 		$400K Buy
1,487
+104
+8% +$28.5K 0.14% 107
2020
Q3 		$362K Buy
1,383
+239
+21% +$61.6K 0.15% 98
2020
Q2 		$260K Buy
+1,144
New +$239K 0.13% 119

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

Symphony Financial's META Position: Q2 2026 in Review

Symphony Financial increased its Meta Platforms (Facebook) (META) stake by 14% in Q2 2026, buying an estimated $808K and bringing the position to 10,717 shares worth $6.03M. The position accounts for 0.66% of the portfolio, ranked #42.

Symphony Financial first reported a position in META in Q2 2020 and has held it in 23 quarters since. The position peaked at $8.02M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Symphony Financial held 10,717 shares of Meta Platforms (Facebook) worth $6.03M as of Q2 2026.
  • Symphony Financial bought 1,321 Meta Platforms (Facebook) shares in Q2 2026, an estimated $808K.
  • Meta Platforms (Facebook) made up 0.66% of Symphony Financial's portfolio in Q2 2026, its #42 holding.
  • Symphony Financial first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 23 quarters since.
  • Symphony Financial's Meta Platforms (Facebook) position peaked at $8.02M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.