DJYG
META icon

David J. Yvars Group’s Meta Platforms (Facebook) META Stock Holding History

David J. Yvars Group’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 		$888K Sell
1,576
-130
-8% -$79.5K 0.42% 35
2026
Q1 		$976K Sell
1,706
-1,410
-45% -$904K 0.55% 27
2025
Q4 		$2.06M Sell
3,116
-1,937
-38% -$1.29M 1.09% 16
2025
Q3 		$3.71M Buy
5,053
+679
+16% +$505K 1.99% 13
2025
Q2 		$3.23M Buy
4,374
+2
+0% +$1.24K 1.89% 13
2025
Q1 		$2.52M Buy
4,372
+2,711
+163% +$1.75M 1.98% 12
2024
Q4 		$973K Buy
1,661
+205
+14% +$120K 0.59% 29
2024
Q3 		$834K Sell
1,456
-175
-11% -$90K 0.52% 34
2024
Q2 		$822K Buy
1,631
+109
+7% +$53K 0.51% 31
2024
Q1 		$739K Buy
1,522
+309
+25% +$138K 0.5% 33
2023
Q4 		$429K Buy
1,213
+459
+61% +$149K 0.35% 38
2023
Q3 		$226K Sell
754
-1
-0.1% -$301 0.19% 60
2023
Q2 		$217K Buy
+755
New +$186K 0.18% 67
2022
Q1 		– Sell
-876
Closed -$295K – 92
2021
Q4 		$295K Sell
876
-1,941
-69% -$644K 0.18% 64
2021
Q3 		$966K Buy
2,817
+469
+20% +$169K 0.56% 29
2021
Q2 		$816K Buy
2,348
+1,410
+150% +$452K 0.46% 37
2021
Q1 		$276K Sell
938
-112
-11% -$30.2K 0.18% 67
2020
Q4 		$287K Buy
+1,050
New +$288K 0.19% 60

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

David J. Yvars Group's META Position: Q2 2026 in Review

David J. Yvars Group reduced its Meta Platforms (Facebook) (META) stake by 7.6% in Q2 2026, selling an estimated $79.5K and leaving 1,576 shares worth $888K. The position accounts for 0.42% of the portfolio, ranked #35.

David J. Yvars Group first reported a position in META in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.71M in Q3 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • David J. Yvars Group held 1,576 shares of Meta Platforms (Facebook) worth $888K as of Q2 2026.
  • David J. Yvars Group sold 130 Meta Platforms (Facebook) shares in Q2 2026, an estimated $79.5K.
  • Meta Platforms (Facebook) made up 0.42% of David J. Yvars Group's portfolio in Q2 2026, its #35 holding.
  • David J. Yvars Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 18 quarters since.
  • David J. Yvars Group's Meta Platforms (Facebook) position peaked at $3.71M in Q3 2025.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.