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

Tobias Financial 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 		$870K Hold
1,544
– – 0.11% 74
2026
Q1 		$883K Sell
1,544
-163
-10% -$104K 0.12% 75
2025
Q4 		$1.13M Buy
1,707
+323
+23% +$216K 0.16% 70
2025
Q3 		$1.02M Buy
1,384
+171
+14% +$127K 0.15% 68
2025
Q2 		$896K Sell
1,213
-89
-7% -$55K 0.15% 70
2025
Q1 		$750K Buy
1,302
+22
+2% +$14.2K 0.15% 62
2024
Q4 		$750K Buy
1,280
+129
+11% +$75.7K 0.15% 61
2024
Q3 		$659K Sell
1,151
-11
-0.9% -$5.66K 0.13% 60
2024
Q2 		$586K Buy
1,162
+160
+16% +$77.8K 0.13% 62
2024
Q1 		$487K Buy
1,002
+351
+54% +$157K 0.11% 66
2023
Q4 		$230K Buy
+651
New +$212K 0.06% 84
2020
Q1 		– Sell
-312
Closed -$64K – 184
2019
Q4 		$64K Buy
+312
New +$60.4K 0.04% 87

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

Tobias Financial Advisors's META Position: Q2 2026 in Review

Tobias Financial Advisors held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 1,544 shares worth $870K. The position accounts for 0.11% of the portfolio, ranked #74.

Tobias Financial Advisors first reported a position in META in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.13M in Q4 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Tobias Financial Advisors held 1,544 shares of Meta Platforms (Facebook) worth $870K as of Q2 2026.
  • Tobias Financial Advisors left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.11% of Tobias Financial Advisors's portfolio in Q2 2026, its #74 holding.
  • Tobias Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 12 quarters since.
  • Tobias Financial Advisors's Meta Platforms (Facebook) position peaked at $1.13M in Q4 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.