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Approach Retirement Advisors’s Meta Platforms (Facebook) META Stock Holding History

Approach Retirement 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 		$286K Sell
508
-19
-4% -$11.6K 0.21% 70
2026
Q1 		$302K Buy
527
+90
+21% +$57.7K 0.25% 67
2025
Q4 		$288K Buy
+437
New +$292K 0.25% 70

Other funds holding META

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Approach Retirement Advisors's META Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Meta Platforms (Facebook) (META) stake by 3.6% in Q2 2026, selling an estimated $11.6K and leaving 508 shares worth $286K. The position accounts for 0.21% of the portfolio, ranked #70.

Approach Retirement Advisors first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $302K in Q1 2026. 2,871 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Approach Retirement Advisors held 508 shares of Meta Platforms (Facebook) worth $286K as of Q2 2026.
  • Approach Retirement Advisors sold 19 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11.6K.
  • Meta Platforms (Facebook) made up 0.21% of Approach Retirement Advisors's portfolio in Q2 2026, its #70 holding.
  • Approach Retirement Advisors first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Approach Retirement Advisors's Meta Platforms (Facebook) position peaked at $302K in Q1 2026.
  • 2,871 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.