WFI
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West Family Investments’s Meta Platforms (Facebook) META Stock Holding History

West Family Investments’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 		$3.75M Buy
6,654
+1,132
+20% +$692K 1.09% 12
2026
Q1 		$3.16M Sell
5,522
-3,685
-40% -$2.36M 1.11% 15
2025
Q4 		$6.08M Sell
9,207
-602
-6% -$402K 1.43% 12
2025
Q3 		$7.2M Buy
9,809
+223
+2% +$166K 1.61% 11
2025
Q2 		$7.08M Buy
9,586
+5,353
+126% +$3.31M 1.85% 10
2025
Q1 		$2.44M Sell
4,233
-2,510
-37% -$1.62M 0.92% 15
2024
Q4 		$3.95M Sell
6,743
-101
-1% -$59.3K 1.38% 14
2024
Q3 		$3.92M Buy
6,844
+1,219
+22% +$627K 1.33% 13
2024
Q2 		$2.84M Buy
5,625
+126
+2% +$61.2K 0.85% 30
2024
Q1 		$2.67M Buy
5,499
+737
+15% +$329K 0.83% 29
2023
Q4 		$1.69M Buy
4,762
+104
+2% +$33.9K 0.57% 38
2023
Q3 		$1.4M Sell
4,658
-142
-3% -$42.8K 0.49% 45
2023
Q2 		$1.38M Buy
4,800
+670
+16% +$165K 0.54% 40
2023
Q1 		$875K Buy
4,130
+2,208
+115% +$376K 0.35% 65
2022
Q4 		$231K Sell
1,922
-4,649
-71% -$546K 0.08% 198
2022
Q3 		$892K Buy
6,571
+1,235
+23% +$200K 0.37% 61
2022
Q2 		$860K Sell
5,336
-538
-9% -$104K 0.34% 59
2022
Q1 		$1.31M Sell
5,874
-789
-12% -$197K 0.37% 47
2021
Q4 		$2.24M Sell
6,663
-1,099
-14% -$365K 0.61% 27
2021
Q3 		$2.63M Buy
7,762
+710
+10% +$256K 0.68% 24
2021
Q2 		$2.45M Buy
+7,052
New +$2.26M 0.66% 21
2019
Q1 		– Sell
-25,000
Closed -$3.28M – 90
2018
Q4 		$3.28M Buy
+25,000
New +$3.62M 0.85% 36

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 $3.38T AUM 44.17% 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

West Family Investments's META Position: Q2 2026 in Review

West Family Investments increased its Meta Platforms (Facebook) (META) stake by 20% in Q2 2026, buying an estimated $692K and bringing the position to 6,654 shares worth $3.75M. The position accounts for 1.09% of the portfolio, ranked #12.

West Family Investments first reported a position in META in Q4 2018 and has held it in 22 quarters since. The position peaked at $7.2M in Q3 2025. 5,092 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • West Family Investments held 6,654 shares of Meta Platforms (Facebook) worth $3.75M as of Q2 2026.
  • West Family Investments bought 1,132 Meta Platforms (Facebook) shares in Q2 2026, an estimated $692K.
  • Meta Platforms (Facebook) made up 1.09% of West Family Investments's portfolio in Q2 2026, its #12 holding.
  • West Family Investments first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 22 quarters since.
  • West Family Investments's Meta Platforms (Facebook) position peaked at $7.2M in Q3 2025.
  • 5,092 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.