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

Clearstead 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 		$40.5M Sell
71,960
-7,066
-9% -$4.32M 0.38% 62
2026
Q1 		$45.2M Buy
79,026
+19,866
+34% +$12.7M 0.41% 52
2025
Q4 		$39.1M Buy
59,160
+29,564
+100% +$19.7M 0.49% 47
2025
Q3 		$21.7M Buy
29,596
+1,303
+5% +$970K 0.29% 74
2025
Q2 		$20.9M Buy
28,293
+3,141
+12% +$1.94M 0.29% 79
2025
Q1 		$14.5M Buy
25,152
+896
+4% +$578K 0.22% 93
2024
Q4 		$14.2M Sell
24,256
-447
-2% -$262K 0.22% 97
2024
Q3 		$14.1M Buy
24,703
+1,087
+5% +$559K 0.22% 96
2024
Q2 		$11.9M Buy
23,616
+8,335
+55% +$4.05M 0.2% 101
2024
Q1 		$7.15M Sell
15,281
-522
-3% -$233K 0.35% 58
2023
Q4 		$5.59M Sell
15,803
-15,379
-49% -$5.01M 0.3% 69
2023
Q3 		$9.36M Buy
31,182
+16,027
+106% +$4.83M 0.27% 79
2023
Q2 		$4.35M Buy
15,155
+3,390
+29% +$837K 0.26% 80
2023
Q1 		$2.49M Buy
11,765
+3,414
+41% +$581K 0.18% 98
2022
Q4 		$1M Sell
8,351
-7,362
-47% -$864K 0.08% 171
2022
Q3 		$2.13M Sell
15,713
-567
-3% -$91.9K 0.2% 100
2022
Q2 		$2.63M Sell
16,280
-799
-5% -$154K 0.2% 99
2022
Q1 		$3.8M Buy
17,079
+4,922
+40% +$1.23M 0.26% 78
2021
Q4 		$4.09M Buy
12,157
+460
+4% +$153K 0.28% 73
2021
Q3 		$3.97M Buy
11,697
+444
+4% +$160K 0.3% 67
2021
Q2 		$3.91M Buy
11,253
+199
+2% +$63.8K 0.3% 68
2021
Q1 		$3.26M Sell
11,054
-215
-2% -$57.9K 0.27% 73
2020
Q4 		$3.08M Hold
11,269
– – 0.28% 70
2020
Q3 		$2.95M Buy
11,269
+946
+9% +$244K 0.32% 67
2020
Q2 		$2.34M Buy
10,323
+5
+0% +$1.04K 0.27% 74
2020
Q1 		$1.72M Sell
10,318
-972
-9% -$190K 0.25% 76
2019
Q4 		$2.32M Buy
11,290
+339
+3% +$65.7K 0.28% 76
2019
Q3 		$1.95M Buy
10,951
+536
+5% +$102K 0.26% 81
2019
Q2 		$2.01M Buy
10,415
+2,745
+36% +$502K 0.27% 78
2019
Q1 		$1.28M Buy
7,670
+100
+1% +$15.9K 0.18% 96
2018
Q4 		$992K Buy
7,570
+315
+4% +$45.6K 0.15% 111
2018
Q3 		$1.19M Buy
7,255
+585
+9% +$106K 0.16% 101
2018
Q2 		$1.3M Buy
6,670
+559
+9% +$101K 0.18% 88
2018
Q1 		$976K Sell
6,111
-337
-5% -$60.5K 0.14% 108
2017
Q4 		$1.14M Buy
6,448
+220
+4% +$38.9K 0.15% 99
2017
Q3 		$1.06M Sell
6,228
-299
-5% -$49.9K 0.14% 115
2017
Q2 		$985K Buy
6,527
+2,296
+54% +$341K 0.14% 108
2017
Q1 		$601K Sell
4,231
-202
-5% -$27K 0.09% 127
2016
Q4 		$510K Buy
+4,433
New +$544K 0.08% 132

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's META Position: Q2 2026 in Review

Clearstead Advisors reduced its Meta Platforms (Facebook) (META) stake by 8.9% in Q2 2026, selling an estimated $4.32M and leaving 71,960 shares worth $40.5M. The position accounts for 0.38% of the portfolio, ranked #62.

Clearstead Advisors first reported a position in META in Q4 2016 and has held it in 39 quarters since. The position peaked at $45.2M in Q1 2026. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Clearstead Advisors held 71,960 shares of Meta Platforms (Facebook) worth $40.5M as of Q2 2026.
  • Clearstead Advisors sold 7,066 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.32M.
  • Meta Platforms (Facebook) made up 0.38% of Clearstead Advisors's portfolio in Q2 2026, its #62 holding.
  • Clearstead Advisors first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 39 quarters since.
  • Clearstead Advisors's Meta Platforms (Facebook) position peaked at $45.2M in Q1 2026.
  • 3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.