CFO
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Collective Family Office’s Meta Platforms (Facebook) META Stock Holding History

Collective Family Office’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 		$353K Sell
626
-92
-13% -$56.3K 0.07% 139
2026
Q1 		$411K Buy
718
+57
+9% +$36.5K 0.09% 118
2025
Q4 		$436K Buy
661
+109
+20% +$72.8K 0.1% 118
2025
Q3 		$405K Sell
552
-8
-1% -$5.95K 0.1% 120
2025
Q2 		$413K Sell
560
-42
-7% -$26K 0.11% 118
2025
Q1 		$347K Sell
602
-8
-1% -$5.16K 0.09% 122
2024
Q4 		$357K Hold
610
– – 0.1% 128
2024
Q3 		$349K Sell
610
-47
-7% -$24.2K 0.09% 136
2024
Q2 		$331K Buy
657
+78
+13% +$37.9K 0.1% 141
2024
Q1 		$281K Buy
+579
New +$258K 0.09% 149
2023
Q4 		– Sell
-755
Closed -$227K – 180
2023
Q3 		$227K Buy
+755
New +$227K 0.09% 154
2022
Q3 		– Sell
-2,428
Closed -$392K – 188
2022
Q2 		$392K Buy
2,428
+7
+0.3% +$1.35K 0.17% 127
2022
Q1 		$538K Sell
2,421
-628
-21% -$157K 0.21% 113
2021
Q4 		$1.03M Sell
3,049
-5
-0.2% -$1.66K 0.4% 68
2021
Q3 		$1.04M Sell
3,054
-801
-21% -$288K 0.45% 58
2021
Q2 		$1.34M Sell
3,855
-173
-4% -$55.5K 0.57% 44
2021
Q1 		$1.19M Buy
4,028
+140
+4% +$37.7K 0.58% 47
2020
Q4 		$1.06M Buy
+3,888
New +$1.07M 0.59% 51

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Collective Family Office's META Position: Q2 2026 in Review

Collective Family Office reduced its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, selling an estimated $56.3K and leaving 626 shares worth $353K. The position accounts for 0.07% of the portfolio, ranked #139.

Collective Family Office first reported a position in META in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.34M in Q2 2021. 1,434 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Collective Family Office held 626 shares of Meta Platforms (Facebook) worth $353K as of Q2 2026.
  • Collective Family Office sold 92 Meta Platforms (Facebook) shares in Q2 2026, an estimated $56.3K.
  • Meta Platforms (Facebook) made up 0.07% of Collective Family Office's portfolio in Q2 2026, its #139 holding.
  • Collective Family Office first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 18 quarters since.
  • Collective Family Office's Meta Platforms (Facebook) position peaked at $1.34M in Q2 2021.
  • 1,434 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.