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

Amplius 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 		$1.11M Buy
1,976
+577
+41% +$353K 0.08% 73
2026
Q1 		$800K Sell
1,399
-10
-0.7% -$6.41K 0.07% 82
2025
Q4 		$930K Sell
1,409
-66
-4% -$44.1K 0.08% 73
2025
Q3 		$1.08M Sell
1,475
-1,084
-42% -$807K 0.09% 68
2025
Q2 		$1.89M Buy
2,559
+70
+3% +$43.3K 0.18% 60
2025
Q1 		$1.43M Sell
2,489
-230
-8% -$148K 0.15% 62
2024
Q4 		$1.59M Buy
2,719
+40
+1% +$23.5K 0.16% 58
2024
Q3 		$1.53M Buy
2,679
+35
+1% +$18K 0.17% 59
2024
Q2 		$1.33M Buy
2,644
+17
+0.6% +$8.26K 0.15% 65
2024
Q1 		$1.28M Sell
2,627
-20
-0.8% -$8.92K 0.14% 64
2023
Q4 		$937K Buy
2,647
+188
+8% +$61.2K 0.11% 65
2023
Q3 		$738K Sell
2,459
-380
-13% -$114K 0.1% 77
2023
Q2 		$815K Buy
2,839
+143
+5% +$35.3K 0.11% 73
2023
Q1 		$571K Sell
2,696
-133
-5% -$22.6K 0.08% 87
2022
Q4 		$340K Buy
2,829
+88
+3% +$10.3K 0.05% 109
2022
Q3 		$372K Sell
2,741
-215
-7% -$34.8K 0.07% 104
2022
Q2 		$476K Sell
2,956
-102
-3% -$19.7K 0.08% 90
2022
Q1 		$679K Sell
3,058
-92
-3% -$23K 0.1% 84
2021
Q4 		$1.06M Buy
+3,150
New +$1.05M 0.15% 67

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

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

Amplius Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 41% in Q2 2026, buying an estimated $353K and bringing the position to 1,976 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #73.

Amplius Wealth Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.89M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Amplius Wealth Advisors held 1,976 shares of Meta Platforms (Facebook) worth $1.11M as of Q2 2026.
  • Amplius Wealth Advisors bought 577 Meta Platforms (Facebook) shares in Q2 2026, an estimated $353K.
  • Meta Platforms (Facebook) made up 0.08% of Amplius Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Amplius Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.89M in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.