Eric H. Schoenstein's Jensen Investment Management reduced its Meta Platforms Inc (META) position by 68% in 2026 Q2, according to the 13F-HR filed with the SEC on August 7, 2026. The stake went from 341K to 109K shares, worth about $61.7M, and from 3.85% to 1.49% of the reported portfolio.
What did the 2026 Q2 filing report for META?
As of June 30, 2026, from the 13F-HR filed August 7, 2026.
| Before | After | |
|---|---|---|
| Shares | 341K | 109K |
| Shares sold | -232K (68%) | |
| Reported value | $195.2M | $61.7M |
| Portfolio weight | 3.85% | 1.49% |
| Rank in portfolio | 22nd of 83 |
How much did Eric H. Schoenstein cut META?
Eric H. Schoenstein sold 232K shares of META during 2026 Q2, cutting the stake from 341K to 109K. The reported value of the position fell by about $133.5M, from about $195.2M to about $61.7M.
Where does META sit in the Eric H. Schoenstein portfolio?
META ranks 22nd of 83 stock positions in the Eric H. Schoenstein portfolio at 1.49%, about the fund's average stock position of 1%. The META cut was the 5th largest of the quarter's 80 position changes by percent change to portfolio. The largest stock position is GOOGL at 6.91%. Next come MSFT at 6.67% and AMZN at 6.09%. The three largest stocks together are 19.66% of the book. Across the 2026 Q2 portfolio, Eric H. Schoenstein reported 83 stock positions, with 1 opened and 2 closed. The total portfolio value is about $4.1B, down 19% from the prior quarter.
How long has Eric H. Schoenstein held META?
Eric H. Schoenstein first reported META in the quarter ended June 30, 2025. The weight peaked at 3.85% in 2026 Q1. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 7%. Every reported trade is on the Eric H. Schoenstein META trade history page.
Did other funds buy or sell META in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 7, 2026, 26 hold META. Of those, 8 added to the position this quarter and 10 trimmed it. The largest buyers of META this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Chase Coleman III, Terry Smith and Eagle Capital Management. Every tracked holder of META is on the META ownership page.
FAQ
How many META shares did Eric H. Schoenstein sell in 2026 Q2?
Eric H. Schoenstein sold 232K shares of META, 68% of the position, leaving 109K shares.
What remains of the META position of Eric H. Schoenstein?
Eric H. Schoenstein still holds 109K shares of META, worth about $61.7M at June 30, 2026 prices.
How much of the Eric H. Schoenstein portfolio is META now?
META is 1.49% of the Eric H. Schoenstein portfolio, down from 3.85% a quarter earlier.
Did other funds trim META in 2026 Q2?
Among the 26 other tracked funds that hold META, 10 trimmed it in 2026 Q2 and 8 added to it.