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

Core Wealth 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 		$1.38M Sell
2,458
-506
-17% -$309K 0.59% 45
2026
Q1 		$1.7M Buy
2,964
+12
+0.4% +$7.69K 0.79% 36
2025
Q4 		$1.95M Buy
2,952
+194
+7% +$130K 0.88% 34
2025
Q3 		$2.03M Buy
2,758
+142
+5% +$106K 0.93% 36
2025
Q2 		$1.93M Buy
2,616
+633
+32% +$391K 0.98% 33
2025
Q1 		$1.14M Buy
1,983
+109
+6% +$70.3K 0.66% 38
2024
Q4 		$1.1M Buy
1,874
+255
+16% +$150K 0.63% 46
2024
Q3 		$927K Buy
1,619
+314
+24% +$162K 0.56% 48
2024
Q2 		$658K Buy
1,305
+242
+23% +$118K 0.45% 50
2024
Q1 		$516K Buy
1,063
+145
+16% +$64.7K 0.39% 56
2023
Q4 		$325K Buy
918
+50
+6% +$16.3K 0.27% 77
2023
Q3 		$261K Buy
868
+112
+15% +$33.7K 0.24% 84
2023
Q2 		$217K Buy
+756
New +$187K 0.2% 95

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

Core Wealth Partners's META Position: Q2 2026 in Review

Core Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, selling an estimated $309K and leaving 2,458 shares worth $1.38M. The position accounts for 0.59% of the portfolio, ranked #45.

Core Wealth Partners first reported a position in META in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.03M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Core Wealth Partners held 2,458 shares of Meta Platforms (Facebook) worth $1.38M as of Q2 2026.
  • Core Wealth Partners sold 506 Meta Platforms (Facebook) shares in Q2 2026, an estimated $309K.
  • Meta Platforms (Facebook) made up 0.59% of Core Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Core Wealth Partners first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 13 quarters since.
  • Core Wealth Partners's Meta Platforms (Facebook) position peaked at $2.03M in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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