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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
146,879
Value
$82.7M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of META by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026146,879$82.7M1.1%+5,604+4.0%AddedHolders
Q1 2026141,275$80.8M1.3%−2,752−1.9%ReducedHolders
Q4 2025144,027$95.1M1.5%+14,924+11.6%AddedHolders
Q3 2025129,103$94.8M1.6%+7,404+6.1%AddedHolders
Q2 2025121,699$89.8M1.6%+3,408+2.9%AddedHolders
Q1 2025118,291$68.2M1.4%+8,255+7.5%AddedHolders
Q4 2024110,036$64.4M1.3%+5,579+5.3%AddedHolders
Q3 2024104,457$59.8M1.2%+31,870+43.9%AddedHolders
Q2 202472,587$36.6M0.8%+5,953+8.9%AddedHolders
Q1 202466,634$32.4M0.8%+5,597+9.2%AddedHolders
Q4 202361,037$21.6M0.5%−6,483−9.6%ReducedHolders
Q3 202367,520$20.3M0.5%+1,036+1.6%AddedHolders
Q2 202366,484$19.1M0.5%−18,100−21.4%ReducedHolders
Q1 202384,584$17.9M0.5%−47,569−36.0%ReducedHolders
Q4 2022132,153$15.9M0.5%−5,884−4.3%ReducedHolders
Q3 2022138,037$18.7M0.6%+20,169+17.1%AddedHolders
Q2 2022117,868$19.0M0.6%+44,026+59.6%AddedHolders
Q1 202273,842$16.4M0.4%+14,164+23.7%AddedHolders
Q4 202159,678$20.1M0.5%+13,217+28.4%AddedHolders
Q3 202146,461$15.8M0.4%−206−0.4%ReducedHolders
Q2 202146,667$16.2M0.5%−331−0.7%ReducedHolders
Q1 202146,998$13.8M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.