AdviceOne Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

AdviceOne Advisory Services’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	$479K	Buy	850 +80	+10%	+$48.9K	0.27%	23
2026 Q1	$441K	Sell	770 -9	-1%	-$5.77K	0.27%	21
2025 Q4	$514K	Buy	779 +144	+23%	+$96.2K	0.3%	15
2025 Q3	$466K	Buy	635 +60	+10%	+$44.7K	0.31%	20
2025 Q2	$424K	Hold	575	–	–	0.31%	17
2025 Q1	$331K	Buy	575 +1	+0.2%	+$645	0.27%	18
2024 Q4	$336K	Buy	+574	New	+$337K	0.3%	17

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

AdviceOne Advisory Services's META Position: Q2 2026 in Review

AdviceOne Advisory Services increased its Meta Platforms (Facebook) (META) stake by 10% in Q2 2026, buying an estimated $48.9K and bringing the position to 850 shares worth $479K. The position accounts for 0.27% of the portfolio, ranked #23.

AdviceOne Advisory Services first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $514K in Q4 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

AdviceOne Advisory Services held 850 shares of Meta Platforms (Facebook) worth $479K as of Q2 2026.
AdviceOne Advisory Services bought 80 Meta Platforms (Facebook) shares in Q2 2026, an estimated $48.9K.
Meta Platforms (Facebook) made up 0.27% of AdviceOne Advisory Services's portfolio in Q2 2026, its #23 holding.
AdviceOne Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
AdviceOne Advisory Services's Meta Platforms (Facebook) position peaked at $514K in Q4 2025.
1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on AdviceOne Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.