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

Castleview 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	$584K	Buy	1,037 +174	+20%	+$106K	0.26%	93
2026 Q1	$494K	Buy	863 +235	+37%	+$151K	0.25%	93
2025 Q4	$415K	Buy	628 +103	+20%	+$68.8K	0.21%	110
2025 Q3	$386K	Sell	525 -9	-2%	-$6.7K	0.21%	99
2025 Q2	$394K	Buy	+534	New	+$330K	0.25%	96
2025 Q1	–	Sell	-1,056	Closed	-$633K	–	411
2024 Q4	$633K	Buy	1,056 +142	+16%	+$83.3K	0.34%	72
2024 Q3	$523K	Buy	914 +107	+13%	+$55.1K	0.3%	79
2024 Q2	$407K	Buy	807 +201	+33%	+$97.7K	0.23%	101
2024 Q1	$294K	Sell	606 -35	-5%	-$15.6K	0.16%	139
2023 Q4	$227K	Buy	641 +287	+81%	+$93.5K	0.16%	128
2023 Q3	$106K	Sell	354 -54	-13%	-$16.3K	0.1%	173
2023 Q2	$117K	Sell	408 -55	-12%	-$13.6K	0.11%	169
2023 Q1	$98.1K	Sell	463 -51	-10%	-$8.69K	0.09%	184
2022 Q4	$61.9K	Sell	514 -3,368	-87%	-$395K	0.06%	208
2022 Q3	$527K	Sell	3,882 -683	-15%	-$111K	0.5%	43
2022 Q2	$228K	Buy	4,565 +592	+15%	+$114K	0.18%	124
2022 Q1	$883K	Sell	3,973 -1,906,158	-100%	-$476M	0.55%	28
2021 Q4	$5.68K	Buy	+1,910,131	New	+$634M	0.05%	143
2021 Q2	$2.04M	Buy	+5,872	New	+$1.88M	0.89%	21
2018 Q1	$677K	Buy	+4,236	New	+$761K	0.56%	46

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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) 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

Castleview Partners's META Position: Q2 2026 in Review

Castleview Partners increased its Meta Platforms (Facebook) (META) stake by 20% in Q2 2026, buying an estimated $106K and bringing the position to 1,037 shares worth $584K. The position accounts for 0.26% of the portfolio, ranked #93.

Castleview Partners first reported a position in META in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.04M in Q2 2021. 981 funds tracked by Wall St. Rank hold META as of Q2 2026.

Castleview Partners held 1,037 shares of Meta Platforms (Facebook) worth $584K as of Q2 2026.
Castleview Partners bought 174 Meta Platforms (Facebook) shares in Q2 2026, an estimated $106K.
Meta Platforms (Facebook) made up 0.26% of Castleview Partners's portfolio in Q2 2026, its #93 holding.
Castleview Partners first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 20 quarters since.
Castleview Partners's Meta Platforms (Facebook) position peaked at $2.04M in Q2 2021.
981 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.