Position in META
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$476,543
-$28,075 QoQ
Shares Held
846
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#4,116
of 4,993 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Bell Investment Advisors, Inc holds $8,673,933 across 20 Internet Content & Information names. META ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
22,628 | $8,036,790 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
846 | $476,543 | |
| 3 | SPOT |
Spotify Technology S.A.
|
154 | $70,706 | |
| 4 | UPWK |
Upwork, Inc
|
1,180 | $9,864 | |
| 5 | NBIS |
Nebius Group N.V.
|
31 | $8,561 | |
| 6 | TME |
Tencent Music Entertainment Group
|
1,006 | $8,400 | |
| 7 | RDDT |
Reddit, Inc.
|
48 | $8,331 | |
| 8 | MTCH |
Match Group, Inc.
|
217 | $8,256 |
All Filings in META
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,543 | 846 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $504,618 | 882 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $668,671 | 1,013 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $818,833 | 1,115 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $874,636 | 1,185 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $419,590 | 728 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $421,567 | 720 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $432,192 | 755 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $378,165 | 750 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $653,105 | 1,345 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $465,103 | 1,314 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $429,600 | 1,431 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $412,103 | 1,436 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $295,868 | 1,396 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $161,375 | 1,341 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $246,937 | 1,820 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $274,286 | 1,701 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $607,111 | 1,805 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $652,646 | 1,923 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||