Centerline Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Centerline Wealth 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	$1.11M	Buy	1,967 +1	+0.1%	+$611	0.35%	41
2026 Q1	$1.12M	Buy	1,966 +5	+0.3%	+$3.2K	0.4%	38
2025 Q4	$1.29M	Buy	1,961 +13	+0.7%	+$8.68K	0.47%	32
2025 Q3	$1.43M	Sell	1,948 -49	-2%	-$36.5K	0.62%	24
2025 Q2	$1.47M	Sell	1,997 -19	-0.9%	-$11.7K	0.72%	21
2025 Q1	$1.16M	Sell	2,016 -40	-2%	-$25.8K	0.69%	18
2024 Q4	$1.2M	Buy	+2,056	New	+$1.21M	0.71%	18

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Centerline Wealth Advisors's META Position: Q2 2026 in Review

Centerline Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.05% in Q2 2026, buying an estimated $611 and bringing the position to 1,967 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #41.

Centerline Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.47M in Q2 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

Centerline Wealth Advisors held 1,967 shares of Meta Platforms (Facebook) worth $1.11M as of Q2 2026.
Centerline Wealth Advisors bought 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
Meta Platforms (Facebook) made up 0.35% of Centerline Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Centerline Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.47M in Q2 2025.
1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.