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Synergy Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Synergy Investment Management’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 		$1.16M Buy
2,041
+564
+38% +$345K 0.28% 57
2026
Q1 		$845K Buy
1,477
+82
+6% +$52.6K 0.28% 55
2025
Q4 		$921K Buy
1,395
+4
+0.3% +$2.67K 0.33% 49
2025
Q3 		$1.02M Hold
1,391
– – 0.39% 43
2025
Q2 		$1.03M Sell
1,391
-23
-2% -$14.2K 0.62% 26
2025
Q1 		$815K Buy
1,414
+5
+0.4% +$3.23K 0.34% 53
2024
Q4 		$824K Buy
+1,409
New +$827K 0.35% 45

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

Synergy Investment Management's META Position: Q2 2026 in Review

Synergy Investment Management increased its Meta Platforms (Facebook) (META) stake by 38% in Q2 2026, buying an estimated $345K and bringing the position to 2,041 shares worth $1.16M. The position accounts for 0.28% of the portfolio, ranked #57.

Synergy Investment Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Synergy Investment Management held 2,041 shares of Meta Platforms (Facebook) worth $1.16M as of Q2 2026.
  • Synergy Investment Management bought 564 Meta Platforms (Facebook) shares in Q2 2026, an estimated $345K.
  • Meta Platforms (Facebook) made up 0.28% of Synergy Investment Management's portfolio in Q2 2026, its #57 holding.
  • Synergy Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.