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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$292K Sell
518
-80
-13% -$48.9K 0.11% 26
2026
Q1
$342K Buy
598
+15
+3% +$9.61K 0.15% 24
2025
Q4
$385K Hold
583
0.17% 25
2025
Q3
$428K Buy
583
+60
+11% +$44.7K 0.19% 22
2025
Q2
$386K Sell
523
-183
-26% -$113K 0.18% 22
2025
Q1
$407K Buy
706
+2
+0.3% +$1.29K 0.19% 27
2024
Q4
$412K Buy
704
+187
+36% +$110K 0.18% 28
2024
Q3
$296K Sell
517
-225
-30% -$116K 0.14% 35
2024
Q2
$374K Buy
742
+44
+6% +$21.4K 0.18% 29
2024
Q1
$339K Hold
698
0.18% 30
2023
Q4
$247K Buy
+698
New +$227K 0.15% 36

Other funds holding META

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

Altus Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, selling an estimated $48.9K and leaving 518 shares worth $292K. The position accounts for 0.11% of the portfolio, ranked #26.

Altus Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $428K in Q3 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Altus Wealth Management held 518 shares of Meta Platforms (Facebook) worth $292K as of Q2 2026.
  • Altus Wealth Management sold 80 Meta Platforms (Facebook) shares in Q2 2026, an estimated $48.9K.
  • Meta Platforms (Facebook) made up 0.11% of Altus Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Altus Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Altus Wealth Management's Meta Platforms (Facebook) position peaked at $428K in Q3 2025.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Altus Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.