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

Unified 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 		$244K Hold
433
– – 0.22% 124
2026
Q1 		$248K Hold
433
– – 0.25% 115
2025
Q4 		$286K Buy
433
+5
+1% +$3.34K 0.29% 106
2025
Q3 		$314K Hold
428
– – 0.31% 98
2025
Q2 		$316K Buy
428
+30
+8% +$18.5K 0.34% 95
2025
Q1 		$229K Hold
398
– – 0.27% 104
2024
Q4 		$233K Buy
+398
New +$234K 0.26% 97

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

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

Unified Investment Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 433 shares worth $244K. The position accounts for 0.22% of the portfolio, ranked #124.

Unified Investment Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $316K in Q2 2025. 5,037 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Unified Investment Management held 433 shares of Meta Platforms (Facebook) worth $244K as of Q2 2026.
  • Unified Investment Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.22% of Unified Investment Management's portfolio in Q2 2026, its #124 holding.
  • Unified Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Meta Platforms (Facebook) position peaked at $316K in Q2 2025.
  • 5,037 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.