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

Balance 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	$518K	Buy	920 +179	+24%	+$109K	0.14%	91
2026 Q1	$424K	Sell	741 -37	-5%	-$23.7K	0.13%	101
2025 Q4	$514K	Sell	778 -184	-19%	-$123K	0.16%	86
2025 Q3	$707K	Buy	962 +320	+50%	+$238K	0.17%	72
2025 Q2	$474K	Buy	642 +38	+6%	+$23.5K	0.28%	74
2025 Q1	$348K	Buy	+604	New	+$390K	0.23%	89

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Balance Wealth's META Position: Q2 2026 in Review

Balance Wealth increased its Meta Platforms (Facebook) (META) stake by 24% in Q2 2026, buying an estimated $109K and bringing the position to 920 shares worth $518K. The position accounts for 0.14% of the portfolio, ranked #91.

Balance Wealth first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $707K in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

Balance Wealth held 920 shares of Meta Platforms (Facebook) worth $518K as of Q2 2026.
Balance Wealth bought 179 Meta Platforms (Facebook) shares in Q2 2026, an estimated $109K.
Meta Platforms (Facebook) made up 0.14% of Balance Wealth's portfolio in Q2 2026, its #91 holding.
Balance Wealth first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
Balance Wealth's Meta Platforms (Facebook) position peaked at $707K in Q3 2025.
1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.