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

Brown 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 		$670K Sell
1,189
-242
-17% -$148K 0.15% 71
2026
Q1 		$819K Buy
1,431
+256
+22% +$164K 0.21% 58
2025
Q4 		$776K Sell
1,175
-28
-2% -$18.7K 0.2% 63
2025
Q3 		$884K Buy
1,203
+357
+42% +$266K 0.25% 57
2025
Q2 		$624K Buy
846
+154
+22% +$95.2K 0.19% 60
2025
Q1 		$399K Buy
692
+329
+91% +$212K 0.14% 69
2024
Q4 		$213K Buy
+363
New +$213K 0.08% 79

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Brown Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, selling an estimated $148K and leaving 1,189 shares worth $670K. The position accounts for 0.15% of the portfolio, ranked #71.

Brown Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $884K in Q3 2025. 1,163 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Brown Wealth Management held 1,189 shares of Meta Platforms (Facebook) worth $670K as of Q2 2026.
  • Brown Wealth Management sold 242 Meta Platforms (Facebook) shares in Q2 2026, an estimated $148K.
  • Meta Platforms (Facebook) made up 0.15% of Brown Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Brown Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Brown Wealth Management's Meta Platforms (Facebook) position peaked at $884K in Q3 2025.
  • 1,163 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.