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

Curated 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 		$2.29M Buy
90,543
+83,868
+1,256% +$51.3M 0.3% 60
2026
Q1 		$3.82M Buy
6,675
+376
+6% +$241K 0.48% 19
2025
Q4 		$4.16M Buy
6,299
+2,068
+49% +$1.38M 0.45% 20
2025
Q3 		$3.11M Sell
4,231
-342
-7% -$255K 0.38% 18
2025
Q2 		$3.38M Sell
4,573
-230
-5% -$142K 0.4% 15
2025
Q1 		$2.77M Buy
4,803
+644
+15% +$415K 0.36% 20
2024
Q4 		$2.44M Sell
4,159
-70
-2% -$41.1K 0.28% 19
2024
Q3 		$2.42M Buy
4,229
+841
+25% +$433K 0.31% 19
2024
Q2 		$1.71M Buy
+3,388
New +$1.65M 0.24% 25
2024
Q1 		– Sell
-1,602
Closed -$715K – 223
2023
Q4 		$567K Buy
1,602
+29
+2% +$9.44K 0.09% 83
2023
Q3 		$472K Sell
1,573
-125
-7% -$37.7K 0.09% 77
2023
Q2 		$487K Buy
1,698
+62
+4% +$15.3K 0.09% 73
2023
Q1 		$347K Buy
+1,636
New +$279K 0.08% 87
2022
Q4 		– Sell
-2,719
Closed -$370K – 134
2022
Q3 		$370K Sell
2,719
-1,325
-33% -$215K 0.11% 81
2022
Q2 		$651K Sell
4,044
-1,404
-26% -$271K 0.19% 50
2022
Q1 		$1.83M Hold
5,448
– – 0.62% 16
2021
Q4 		$1.83M Sell
5,448
-21
-0.4% -$6.97K 0.59% 17
2021
Q3 		$1.86M Hold
5,469
– – 1.04% 14
2021
Q2 		$1.9M Buy
5,469
+623
+13% +$200K 1.04% 14
2021
Q1 		$1.43M Buy
4,846
+73
+2% +$19.7K 0.88% 21
2020
Q4 		$1.3M Buy
+4,773
New +$1.31M 0.85% 20

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

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

Curated Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 1,256% in Q2 2026, buying an estimated $51.3M and bringing the position to 90,543 shares worth $2.29M. The position accounts for 0.3% of the portfolio, ranked #60.

Curated Wealth Partners first reported a position in META in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.16M in Q4 2025. 1,821 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Curated Wealth Partners held 90,543 shares of Meta Platforms (Facebook) worth $2.29M as of Q2 2026.
  • Curated Wealth Partners bought 83,868 Meta Platforms (Facebook) shares in Q2 2026, an estimated $51.3M.
  • Meta Platforms (Facebook) made up 0.3% of Curated Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Curated Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 21 quarters since.
  • Curated Wealth Partners's Meta Platforms (Facebook) position peaked at $4.16M in Q4 2025.
  • 1,821 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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