AWA
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Aletheian Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Aletheian Wealth Advisors’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 		$1.2M Buy
2,135
+235
+12% +$144K 0.51% 37
2026
Q1 		$1.09M Buy
+1,900
New +$1.22M 0.53% 38
2025
Q3 		$1.53M Sell
2,087
-48
-2% -$35.7K 0.71% 29
2025
Q2 		$1.58M Sell
2,135
-50
-2% -$30.9K 0.78% 27
2025
Q1 		$1.26M Buy
2,185
+112
+5% +$72.3K 0.71% 27
2024
Q4 		$1.21M Buy
2,073
+182
+10% +$107K 0.72% 28
2024
Q3 		$1.08M Sell
1,891
-4,144
-69% -$2.13M 0.63% 31
2024
Q2 		$3.04M Sell
6,035
-196
-3% -$95.3K 1.6% 16
2024
Q1 		$3.03M Buy
6,231
+2,727
+78% +$1.22M 1.64% 15
2023
Q4 		$1.24M Sell
3,504
-167
-5% -$54.4K 0.82% 29
2023
Q3 		$1.1M Buy
3,671
+78
+2% +$23.5K 0.85% 33
2023
Q2 		$1.03M Buy
3,593
+2,123
+144% +$524K 0.71% 36
2023
Q1 		$312K Sell
1,470
-218
-13% -$37.1K 0.28% 51
2022
Q4 		$203K Buy
+1,688
New +$198K 0.18% 80
2022
Q3 		– Sell
-1,630
Closed -$263K – 53
2022
Q2 		$263K Sell
1,630
-89
-5% -$17.2K 0.27% 49
2022
Q1 		$382K Buy
1,719
+608
+55% +$152K 0.36% 44
2021
Q4 		$374K Buy
+1,111
New +$369K 0.37% 38

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aletheian Wealth Advisors's META Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, buying an estimated $144K and bringing the position to 2,135 shares worth $1.2M. The position accounts for 0.51% of the portfolio, ranked #37.

Aletheian Wealth Advisors first reported a position in META in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.04M in Q2 2024. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Aletheian Wealth Advisors held 2,135 shares of Meta Platforms (Facebook) worth $1.2M as of Q2 2026.
  • Aletheian Wealth Advisors bought 235 Meta Platforms (Facebook) shares in Q2 2026, an estimated $144K.
  • Meta Platforms (Facebook) made up 0.51% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Aletheian Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 17 quarters since.
  • Aletheian Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.04M in Q2 2024.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.