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Union Heritage Capital’s Meta Platforms (Facebook) META Stock Holding History

Union Heritage Capital’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 		$3.05M Hold
5,410
– – 1.03% 35
2026
Q1 		$3.1M Buy
5,410
+200
+4% +$128K 1.15% 31
2025
Q4 		$3.44M Hold
5,210
– – 1.16% 32
2025
Q3 		$3.83M Buy
5,210
+2,650
+104% +$1.97M 1.24% 28
2025
Q2 		$1.89M Hold
2,560
– – 0.66% 44
2025
Q1 		$1.48M Buy
+2,560
New +$1.65M 0.55% 50

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

Union Heritage Capital's META Position: Q2 2026 in Review

Union Heritage Capital held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 5,410 shares worth $3.05M. The position accounts for 1.03% of the portfolio, ranked #35.

Union Heritage Capital first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.83M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Union Heritage Capital held 5,410 shares of Meta Platforms (Facebook) worth $3.05M as of Q2 2026.
  • Union Heritage Capital left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 1.03% of Union Heritage Capital's portfolio in Q2 2026, its #35 holding.
  • Union Heritage Capital first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
  • Union Heritage Capital's Meta Platforms (Facebook) position peaked at $3.83M in Q3 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.