WAU
META icon

Wellington-Altus USA’s Meta Platforms (Facebook) META Stock Holding History

Wellington-Altus USA’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 		$612K Buy
1,069
+79
+8% +$48.3K 0.44% 50
2026
Q1 		$558K Sell
990
-52
-5% -$33.3K 0.33% 75
2025
Q4 		$688K Buy
+1,042
New +$696K 0.51% 45

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

Wellington-Altus USA's META Position: Q2 2026 in Review

Wellington-Altus USA increased its Meta Platforms (Facebook) (META) stake by 8% in Q2 2026, buying an estimated $48.3K and bringing the position to 1,069 shares worth $612K. The position accounts for 0.44% of the portfolio, ranked #50.

Wellington-Altus USA first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $688K in Q4 2025. 5,080 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wellington-Altus USA held 1,069 shares of Meta Platforms (Facebook) worth $612K as of Q2 2026.
  • Wellington-Altus USA bought 79 Meta Platforms (Facebook) shares in Q2 2026, an estimated $48.3K.
  • Meta Platforms (Facebook) made up 0.44% of Wellington-Altus USA's portfolio in Q2 2026, its #50 holding.
  • Wellington-Altus USA first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Meta Platforms (Facebook) position peaked at $688K in Q4 2025.
  • 5,080 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.