AWM
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Accel Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Accel Wealth Management’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 		$524K Sell
931
-146
-14% -$89.3K 0.12% 154
2026
Q1 		$616K Buy
1,077
+11
+1% +$7.05K 0.16% 132
2025
Q4 		$704K Buy
1,066
+4
+0.4% +$2.67K 0.19% 118
2025
Q3 		$780K Buy
1,062
+269
+34% +$200K 0.23% 103
2025
Q2 		$585K Buy
793
+2
+0.3% +$1.24K 0.2% 117
2025
Q1 		$456K Buy
791
+71
+10% +$45.8K 0.16% 130
2024
Q4 		$422K Buy
720
+22
+3% +$12.9K 0.16% 145
2024
Q3 		$400K Sell
698
-6
-0.9% -$3.09K 0.15% 151
2024
Q2 		$355K Buy
704
+157
+29% +$76.3K 0.14% 148
2024
Q1 		$266K Buy
+547
New +$244K 0.11% 172
2023
Q2 		– Sell
-199
Closed -$42.2K – 582
2023
Q1 		$42.2K Hold
199
– – 0.02% 516
2022
Q4 		$23.9K Hold
199
– – 0.01% 507
2022
Q3 		$28K Hold
199
– – 0.02% 484
2022
Q2 		$33K Buy
199
+14
+8% +$2.7K 0.02% 430
2022
Q1 		$42K Hold
185
– – 0.02% 405
2021
Q4 		$62K Sell
185
-725
-80% -$241K 0.03% 340
2021
Q3 		$309K Buy
910
+10
+1% +$3.6K 0.2% 87
2021
Q2 		$313K Buy
900
+53
+6% +$17K 0.21% 94
2021
Q1 		$249K Hold
847
– – 0.2% 104
2020
Q4 		$231K Buy
+847
New +$232K 0.22% 105

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Accel Wealth Management's META Position: Q2 2026 in Review

Accel Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 14% in Q2 2026, selling an estimated $89.3K and leaving 931 shares worth $524K. The position accounts for 0.12% of the portfolio, ranked #154.

Accel Wealth Management first reported a position in META in Q4 2020 and has held it in 20 quarters since. The position peaked at $780K in Q3 2025. 1,543 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Accel Wealth Management held 931 shares of Meta Platforms (Facebook) worth $524K as of Q2 2026.
  • Accel Wealth Management sold 146 Meta Platforms (Facebook) shares in Q2 2026, an estimated $89.3K.
  • Meta Platforms (Facebook) made up 0.12% of Accel Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Accel Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • Accel Wealth Management's Meta Platforms (Facebook) position peaked at $780K in Q3 2025.
  • 1,543 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.