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Buttonwood Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Buttonwood Financial Advisors’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 		$8.08M Sell
14,339
-126
-0.9% -$77K 2.46% 13
2026
Q1 		$8.28M Sell
14,465
-227
-2% -$145K 2.77% 10
2025
Q4 		$9.7M Sell
14,692
-154
-1% -$103K 3.23% 9
2025
Q3 		$10.9M Sell
14,846
-947
-6% -$705K 3.75% 8
2025
Q2 		$11.7M Sell
15,793
-332
-2% -$205K 4.68% 6
2025
Q1 		$9.29M Sell
16,125
-657
-4% -$424K 4.08% 7
2024
Q4 		$9.83M Sell
16,782
-643
-4% -$377K 4.32% 7
2024
Q3 		$9.97M Sell
17,425
-578
-3% -$297K 4.35% 7
2024
Q2 		$9.08M Sell
18,003
-1,389
-7% -$675K 4.28% 7
2024
Q1 		$9.42M Sell
19,392
-680
-3% -$303K 4.43% 6
2023
Q4 		$7.1M Sell
20,072
-1,065
-5% -$347K 3.87% 6
2023
Q3 		$6.35M Sell
21,137
-264
-1% -$79.5K 4.02% 6
2023
Q2 		$6.14M Sell
21,401
-1,272
-6% -$314K 3.85% 7
2023
Q1 		$4.81M Sell
22,673
-465
-2% -$79.2K 3.73% 7
2022
Q4 		$2.78M Buy
23,138
+8,608
+59% +$1.01M 2.34% 8
2022
Q3 		$1.89M Buy
14,530
+461
+3% +$74.7K 1.71% 18
2022
Q2 		$2.27M Buy
14,069
+414
+3% +$79.9K 2.05% 10
2022
Q1 		$3.04M Buy
13,655
+917
+7% +$229K 2.74% 8
2021
Q4 		$4.28M Buy
+12,738
New +$4.23M 4.19% 6

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

Buttonwood Financial Advisors's META Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.87% in Q2 2026, selling an estimated $77K and leaving 14,339 shares worth $8.08M. The position accounts for 2.46% of the portfolio, ranked #13.

Buttonwood Financial Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.7M in Q2 2025. 1,214 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Buttonwood Financial Advisors held 14,339 shares of Meta Platforms (Facebook) worth $8.08M as of Q2 2026.
  • Buttonwood Financial Advisors sold 126 Meta Platforms (Facebook) shares in Q2 2026, an estimated $77K.
  • Meta Platforms (Facebook) made up 2.46% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #13 holding.
  • Buttonwood Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Buttonwood Financial Advisors's Meta Platforms (Facebook) position peaked at $11.7M in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.