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Cypress Wealth Services’s Meta Platforms (Facebook) META Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-5,810
Closed -$1.52M – 424
2020
Q3 		$1.52M Buy
+5,810
New +$1.5M 0.39% 53

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

Cypress Wealth Services's META Position: Q2 2026 in Review

Cypress Wealth Services increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, buying an estimated $64.8K and bringing the position to 5,548 shares worth $3.13M. The position accounts for 0.38% of the portfolio, ranked #53.

Cypress Wealth Services first reported a position in META in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.68M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Cypress Wealth Services held 5,548 shares of Meta Platforms (Facebook) worth $3.13M as of Q2 2026.
  • Cypress Wealth Services bought 106 Meta Platforms (Facebook) shares in Q2 2026, an estimated $64.8K.
  • Meta Platforms (Facebook) made up 0.38% of Cypress Wealth Services's portfolio in Q2 2026, its #53 holding.
  • Cypress Wealth Services first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Meta Platforms (Facebook) position peaked at $3.68M in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.