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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
2013
Q4 		– Sell
-600
Closed -$4K – 368
2013
Q3 		$4K Buy
+600
New +$22.3K ﹤0.01% 283

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.