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

Baron 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 		$1M Sell
1,776
-241
-12% -$147K 0.26% 51
2026
Q1 		$1.15M Buy
2,017
+449
+29% +$288K 0.35% 32
2025
Q4 		$1.03M Sell
1,568
-86
-5% -$57.4K 0.32% 39
2025
Q3 		$1.21M Buy
1,654
+82
+5% +$61K 0.4% 27
2025
Q2 		$1.16M Buy
1,572
+618
+65% +$382K 0.41% 25
2025
Q1 		$550K Buy
954
+302
+46% +$195K 0.24% 65
2024
Q4 		$381K Buy
652
+37
+6% +$21.7K 0.18% 94
2024
Q3 		$352K Buy
615
+4
+0.7% +$2.06K 0.17% 100
2024
Q2 		$308K Buy
611
+69
+13% +$33.5K 0.16% 107
2024
Q1 		$263K Sell
542
-588
-52% -$262K 0.14% 137
2023
Q4 		$400K Buy
1,130
+10
+0.9% +$3.26K 0.22% 69
2023
Q3 		$336K Sell
1,120
-100
-8% -$30.1K 0.21% 80
2023
Q2 		$350K Sell
1,220
-205
-14% -$50.6K 0.22% 73
2023
Q1 		$302K Buy
+1,425
New +$243K 0.21% 81

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

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

Baron Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $147K and leaving 1,776 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #51.

Baron Wealth Management first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.21M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Baron Wealth Management held 1,776 shares of Meta Platforms (Facebook) worth $1M as of Q2 2026.
  • Baron Wealth Management sold 241 Meta Platforms (Facebook) shares in Q2 2026, an estimated $147K.
  • Meta Platforms (Facebook) made up 0.26% of Baron Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Baron Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • Baron Wealth Management's Meta Platforms (Facebook) position peaked at $1.21M in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.