Tru Independence Asset Management 2’s Meta Platforms (Facebook) META Stock Holding History

Tru Independence Asset Management 2’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	$1.42M	Buy	2,490 +227	+10%	+$145K	0.88%	28
2025 Q4	$1.49M	Sell	2,263 -517	-19%	-$345K	0.94%	28
2025 Q3	$2.04M	Sell	2,780 -25	-0.9%	-$18.6K	1.34%	23
2025 Q2	$2.07M	Sell	2,805 -150	-5%	-$92.7K	1.42%	22
2025 Q1	$1.7M	Buy	2,955 +60	+2%	+$38.7K	1.27%	23
2024 Q4	$1.7M	Hold	2,895	–	–	1.41%	23
2024 Q3	$1.66M	Buy	+2,895	New	+$1.49M	1.4%	21
2023 Q1	$694K	Buy	+3,276	New	+$558K	0.7%	32
2022 Q3	$374K	Buy	2,760 +805	+41%	+$130K	0.4%	42
2022 Q2	$316K	Sell	1,955 -220	-10%	-$42.4K	0.26%	48
2022 Q1	$483K	Buy	2,175 +1,290	+146%	+$322K	0.28%	45
2021 Q4	$298K	Sell	885 -3,735	-81%	-$1.24M	0.16%	99
2021 Q3	$1.57M	Buy	4,620 +2,990	+183%	+$1.08M	1.11%	17
2021 Q2	$567K	Buy	1,630 +173	+12%	+$55.5K	0.39%	60
2021 Q1	$429K	Buy	1,457 +257	+21%	+$69.2K	0.34%	70
2020 Q4	$328K	Buy	+1,200	New	+$329K	0.28%	75

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Tru Independence Asset Management 2's META Position: Q1 2026 in Review

Tru Independence Asset Management 2 increased its Meta Platforms (Facebook) (META) stake by 10% in Q1 2026, buying an estimated $145K and bringing the position to 2,490 shares worth $1.42M. The position accounts for 0.88% of the portfolio, ranked #28.

Tru Independence Asset Management 2 first reported a position in META in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.07M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Tru Independence Asset Management 2 held 2,490 shares of Meta Platforms (Facebook) worth $1.42M as of Q1 2026.
Tru Independence Asset Management 2 bought 227 Meta Platforms (Facebook) shares in Q1 2026, an estimated $145K.
Meta Platforms (Facebook) made up 0.88% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #28 holding.
Tru Independence Asset Management 2 first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 16 quarters since.
Tru Independence Asset Management 2's Meta Platforms (Facebook) position peaked at $2.07M in Q2 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.