AFW
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Avantra Family Wealth’s Meta Platforms (Facebook) META Stock Holding History

Avantra Family Wealth’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 		$2.19M Buy
3,894
+1,014
+35% +$620K 1.4% 13
2026
Q1 		$1.65M Buy
2,880
+206
+8% +$132K 1.23% 14
2025
Q4 		$1.76M Buy
2,674
+1
+0% +$668 1.28% 14
2025
Q3 		$1.96M Buy
2,673
+394
+17% +$293K 1.47% 10
2025
Q2 		$1.68M Buy
2,279
+168
+8% +$104K 1.39% 15
2025
Q1 		$1.22M Buy
2,111
+160
+8% +$103K 1.17% 15
2024
Q4 		$1.14M Buy
+1,951
New +$1.15M 1.07% 19

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

Avantra Family Wealth's META Position: Q2 2026 in Review

Avantra Family Wealth increased its Meta Platforms (Facebook) (META) stake by 35% in Q2 2026, buying an estimated $620K and bringing the position to 3,894 shares worth $2.19M. The position accounts for 1.4% of the portfolio, ranked #13.

Avantra Family Wealth first reported a position in META in Q4 2024 and has held it in 7 quarters since. 2,380 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Avantra Family Wealth held 3,894 shares of Meta Platforms (Facebook) worth $2.19M as of Q2 2026.
  • Avantra Family Wealth bought 1,014 Meta Platforms (Facebook) shares in Q2 2026, an estimated $620K.
  • Meta Platforms (Facebook) made up 1.4% of Avantra Family Wealth's portfolio in Q2 2026, its #13 holding.
  • Avantra Family Wealth first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • 2,380 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.