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

Clarus 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 		$1.95M Buy
3,235
+292
+10% +$179K 0.75% 48
2026
Q1 		$1.69M Sell
2,943
-56
-2% -$35.9K 0.72% 47
2025
Q4 		$1.89M Buy
2,999
+476
+19% +$318K 0.78% 40
2025
Q3 		$1.79M Buy
2,523
+268
+12% +$199K 0.79% 37
2025
Q2 		$1.63M Buy
2,255
+267
+13% +$165K 0.75% 40
2025
Q1 		$1.16M Buy
1,988
+175
+10% +$113K 0.62% 40
2024
Q4 		$1.1M Buy
1,813
+227
+14% +$133K 0.55% 45
2024
Q3 		$927K Buy
1,586
+3
+0.2% +$1.54K 0.47% 46
2024
Q2 		$846K Buy
1,583
+17
+1% +$8.26K 0.45% 48
2024
Q1 		$814K Sell
1,566
-445
-22% -$199K 0.46% 48
2023
Q4 		$756K Buy
+2,011
New +$655K 0.45% 48
2023
Q2 		$649K Sell
2,235
-99
-4% -$24.4K 0.39% 52
2023
Q1 		$504K Buy
+2,334
New +$397K 0.32% 66
2022
Q2 		– Sell
-1,135
Closed -$246K – 109
2022
Q1 		$246K Buy
+1,135
New +$284K 0.15% 91
2020
Q4 		– Sell
-1,865
Closed -$482K – 142
2020
Q3 		$482K Buy
1,865
+269
+17% +$69.4K 0.37% 55
2020
Q2 		$384K Sell
1,596
-1,767
-53% -$369K 0.32% 66
2020
Q1 		$519K Buy
3,363
+242
+8% +$47.4K 0.52% 58
2019
Q4 		$681K Buy
3,121
+451
+17% +$87.4K 0.45% 64
2019
Q3 		$475K Buy
2,670
+519
+24% +$98.6K 0.35% 65
2019
Q2 		$415K Buy
2,151
+595
+38% +$109K 0.3% 58
2019
Q1 		$259K Sell
1,556
-1
-0.1% -$159 0.19% 74
2018
Q4 		$204K Buy
1,557
+106
+7% +$15.4K 0.32% 78
2018
Q3 		$239K Buy
1,451
+32
+2% +$5.79K 0.16% 102
2018
Q2 		$227K Hold
1,419
– – 0.17% 88
2018
Q1 		$227K Buy
1,419
+67
+5% +$12K 0.21% 88
2017
Q4 		$239K Buy
+1,352
New +$239K 0.23% 80

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Clarus Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 9.9% in Q2 2026, buying an estimated $179K and bringing the position to 3,235 shares worth $1.95M. The position accounts for 0.75% of the portfolio, ranked #48.

Clarus Wealth Advisors first reported a position in META in Q4 2017 and has held it in 26 quarters since. 2,242 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Clarus Wealth Advisors held 3,235 shares of Meta Platforms (Facebook) worth $1.95M as of Q2 2026.
  • Clarus Wealth Advisors bought 292 Meta Platforms (Facebook) shares in Q2 2026, an estimated $179K.
  • Meta Platforms (Facebook) made up 0.75% of Clarus Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Clarus Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 26 quarters since.
  • 2,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.