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

Athena Wealth Management’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 		$335K Sell
595
-279
-32% -$171K 0.25% 75
2026
Q1 		$500K Sell
874
-25
-3% -$16K 0.41% 59
2025
Q4 		$594K Buy
+899
New +$600K 0.58% 35

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Athena Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 32% in Q2 2026, selling an estimated $171K and leaving 595 shares worth $335K. The position accounts for 0.25% of the portfolio, ranked #75.

Athena Wealth Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $594K in Q4 2025. 1,299 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Athena Wealth Management held 595 shares of Meta Platforms (Facebook) worth $335K as of Q2 2026.
  • Athena Wealth Management sold 279 Meta Platforms (Facebook) shares in Q2 2026, an estimated $171K.
  • Meta Platforms (Facebook) made up 0.25% of Athena Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Athena Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's Meta Platforms (Facebook) position peaked at $594K in Q4 2025.
  • 1,299 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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