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

Tortoise 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
Q1 		$591K Buy
1,033
+100
+11% +$64.1K 0.05% 150
2025
Q4 		$616K Sell
933
-27
-3% -$18K 0.05% 142
2025
Q3 		$705K Buy
960
+45
+5% +$33.5K 0.06% 131
2025
Q2 		$675K Buy
915
+64
+8% +$39.5K 0.06% 130
2025
Q1 		$491K Sell
851
-452
-35% -$292K 0.05% 142
2024
Q4 		$763K Buy
1,303
+17
+1% +$9.98K 0.08% 129
2024
Q3 		$736K Buy
1,286
+179
+16% +$92.1K 0.08% 129
2024
Q2 		$558K Sell
1,107
-94
-8% -$45.7K 0.06% 139
2024
Q1 		$583K Buy
1,201
+99
+9% +$44.2K 0.07% 142
2023
Q4 		$390K Sell
1,102
-1
-0.1% -$326 0.05% 158
2023
Q3 		$331K Buy
1,103
+60
+6% +$18.1K 0.05% 163
2023
Q2 		$299K Buy
1,043
+9
+0.9% +$2.22K 0.04% 166
2023
Q1 		$219K Hold
1,034
– – 0.03% 183
2022
Q4 		$124K Buy
1,034
+8
+0.8% +$939 0.02% 236
2022
Q3 		$139K Sell
1,026
-142
-12% -$23K 0.03% 210
2022
Q2 		$188K Sell
1,168
-9
-0.8% -$1.74K 0.04% 178
2022
Q1 		$262K Hold
1,177
– – 0.05% 156
2021
Q4 		$396K Buy
1,177
+88
+8% +$29.2K 0.07% 129
2021
Q3 		$370K Buy
1,089
+35
+3% +$12.6K 0.07% 122
2021
Q2 		$366K Buy
1,054
+321
+44% +$103K 0.08% 123
2021
Q1 		$216K Sell
733
-4
-0.5% -$1.08K 0.05% 148
2020
Q4 		$201K Hold
737
– – 0.05% 145
2020
Q3 		$193K Sell
737
-60
-8% -$15.5K 0.05% 140
2020
Q2 		$181K Sell
797
-152
-16% -$31.7K 0.05% 139
2020
Q1 		$158K Buy
949
+18
+2% +$3.52K 0.05% 144
2019
Q4 		$191K Buy
931
+98
+12% +$19K 0.05% 145
2019
Q3 		$148K Buy
833
+60
+8% +$11.4K 0.04% 158
2019
Q2 		$149K Sell
773
-5
-0.6% -$914 0.04% 156
2019
Q1 		$130K Buy
778
+27
+4% +$4.29K 0.03% 165
2018
Q4 		$98K Sell
751
-250
-25% -$36.2K 0.03% 181
2018
Q3 		$165K Sell
1,001
-325
-25% -$58.8K 0.04% 152
2018
Q2 		$258K Hold
1,326
– – 0.07% 125
2018
Q1 		$212K Sell
1,326
-9
-0.7% -$1.62K 0.06% 132
2017
Q4 		$236K Sell
1,335
-161
-11% -$28.5K 0.07% 127
2017
Q3 		$256K Hold
1,496
– – 0.08% 122
2017
Q2 		$226K Buy
1,496
+258
+21% +$38.4K 0.07% 117
2017
Q1 		$176K Sell
1,238
-234
-16% -$31.3K 0.06% 120
2016
Q4 		$169K Buy
1,472
+100
+7% +$12.3K 0.06% 117
2016
Q3 		$176K Sell
1,372
-30
-2% -$3.72K 0.06% 109
2016
Q2 		$160K Buy
1,402
+30
+2% +$3.46K 0.06% 112
2016
Q1 		$157K Sell
1,372
-315
-19% -$33.2K 0.06% 114
2015
Q4 		$177K Sell
1,687
-100
-6% -$10.3K 0.06% 115
2015
Q3 		$161K Hold
1,787
– – 0.06% 115
2015
Q2 		$153K Sell
1,787
-44
-2% -$3.59K 0.06% 124
2015
Q1 		$151K Sell
1,831
-102
-5% -$7.99K 0.06% 127
2014
Q4 		$151K Sell
1,933
-44
-2% -$3.36K 0.06% 126
2014
Q3 		$156K Buy
1,977
+102
+5% +$7.48K 0.07% 115
2014
Q2 		$126K Hold
1,875
– – 0.05% 131
2014
Q1 		$113K Buy
1,875
+325
+21% +$20.6K 0.05% 130
2013
Q4 		$85K Hold
1,550
– – 0.05% 148
2013
Q3 		$78K Sell
1,550
-340
-18% -$12.7K 0.05% 123
2013
Q2 		$47K Buy
+1,890
New +$48.4K 0.03% 151

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tortoise Investment Management's META Position: Q1 2026 in Review

Tortoise Investment Management increased its Meta Platforms (Facebook) (META) stake by 11% in Q1 2026, buying an estimated $64.1K and bringing the position to 1,033 shares worth $591K. The position accounts for 0.05% of the portfolio, ranked #150.

Tortoise Investment Management first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $763K in Q4 2024. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Tortoise Investment Management held 1,033 shares of Meta Platforms (Facebook) worth $591K as of Q1 2026.
  • Tortoise Investment Management bought 100 Meta Platforms (Facebook) shares in Q1 2026, an estimated $64.1K.
  • Meta Platforms (Facebook) made up 0.05% of Tortoise Investment Management's portfolio in Q1 2026, its #150 holding.
  • Tortoise Investment Management first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's Meta Platforms (Facebook) position peaked at $763K in Q4 2024.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.