BWP
META icon

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

BSW Wealth Partners’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 		$2.89M Sell
5,130
-233
-4% -$142K 0.32% 49
2026
Q1 		$3.07M Buy
5,363
+264
+5% +$169K 0.37% 45
2025
Q4 		$3.37M Sell
5,099
-243
-5% -$162K 0.4% 42
2025
Q3 		$3.92M Buy
5,342
+511
+11% +$380K 0.49% 37
2025
Q2 		$3.57M Buy
4,831
+63
+1% +$38.9K 0.49% 35
2025
Q1 		$2.75M Sell
4,768
-15
-0.3% -$9.68K 0.42% 38
2024
Q4 		$2.8M Buy
4,783
+182
+4% +$107K 0.41% 39
2024
Q3 		$2.63M Buy
4,601
+190
+4% +$97.8K 0.4% 38
2024
Q2 		$2.22M Buy
4,411
+166
+4% +$80.7K 0.37% 40
2024
Q1 		$2.06M Sell
4,245
-152
-3% -$67.8K 0.35% 44
2023
Q4 		$1.56M Buy
4,397
+130
+3% +$42.3K 0.31% 41
2023
Q3 		$1.28M Buy
4,267
+328
+8% +$98.8K 0.29% 46
2023
Q2 		$1.13M Sell
3,939
-90
-2% -$22.2K 0.24% 58
2023
Q1 		$854K Buy
4,029
+1,136
+39% +$193K 0.17% 82
2022
Q4 		$348K Sell
2,893
-1,629
-36% -$191K 0.07% 185
2022
Q3 		$614K Buy
4,522
+49
+1% +$7.94K 0.15% 90
2022
Q2 		$721K Buy
4,473
+145
+3% +$28K 0.17% 82
2022
Q1 		$962K Buy
4,328
+279
+7% +$69.7K 0.24% 56
2021
Q4 		$1.36M Buy
4,049
+117
+3% +$38.8K 0.34% 44
2021
Q3 		$1.33M Buy
3,932
+201
+5% +$72.4K 0.37% 37
2021
Q2 		$1.3M Buy
3,731
+197
+6% +$63.2K 0.36% 37
2021
Q1 		$1.04M Buy
3,534
+216
+7% +$58.2K 0.3% 41
2020
Q4 		$906K Buy
3,318
+13
+0.4% +$3.56K 0.28% 44
2020
Q3 		$866K Buy
3,305
+132
+4% +$34K 0.33% 36
2020
Q2 		$720K Buy
3,173
+1,276
+67% +$266K 0.24% 46
2020
Q1 		$316K Buy
1,897
+38
+2% +$7.44K 0.13% 77
2019
Q4 		$382K Buy
1,859
+254
+16% +$49.2K 0.13% 81
2019
Q3 		$286K Buy
1,605
+135
+9% +$25.7K 0.11% 78
2019
Q2 		$284K Buy
+1,470
New +$269K 0.11% 80
2017
Q4 		– Sell
-1,414
Closed -$242K – 94
2017
Q3 		$242K Buy
+1,414
New +$236K 0.11% 72

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

BSW Wealth Partners's META Position: Q2 2026 in Review

BSW Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 4.3% in Q2 2026, selling an estimated $142K and leaving 5,130 shares worth $2.89M. The position accounts for 0.32% of the portfolio, ranked #49.

BSW Wealth Partners first reported a position in META in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.92M in Q3 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • BSW Wealth Partners held 5,130 shares of Meta Platforms (Facebook) worth $2.89M as of Q2 2026.
  • BSW Wealth Partners sold 233 Meta Platforms (Facebook) shares in Q2 2026, an estimated $142K.
  • Meta Platforms (Facebook) made up 0.32% of BSW Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • BSW Wealth Partners first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 30 quarters since.
  • BSW Wealth Partners's Meta Platforms (Facebook) position peaked at $3.92M in Q3 2025.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.