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Winter & Associates’s Meta Platforms (Facebook) META Stock Holding History

Winter & Associates’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 		$433K Hold
769
– – 0.33% 42
2026
Q1 		$441K Sell
769
-2
-0.3% -$1.28K 0.39% 48
2025
Q4 		$509K Buy
+771
New +$515K 0.47% 46

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

Winter & Associates's META Position: Q2 2026 in Review

Winter & Associates held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 769 shares worth $433K. The position accounts for 0.33% of the portfolio, ranked #42.

Winter & Associates first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $509K in Q4 2025. 5,052 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Winter & Associates held 769 shares of Meta Platforms (Facebook) worth $433K as of Q2 2026.
  • Winter & Associates left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.33% of Winter & Associates's portfolio in Q2 2026, its #42 holding.
  • Winter & Associates first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Winter & Associates's Meta Platforms (Facebook) position peaked at $509K in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.