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DWR Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

DWR Wealth Management’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 		$297K Buy
528
+9
+2% +$5.5K 0.22% 44
2026
Q1 		$278K Buy
519
+8
+2% +$5.13K 0.24% 42
2025
Q4 		$340K Buy
+511
New +$341K 0.32% 39

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

DWR Wealth Management's META Position: Q2 2026 in Review

DWR Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.7% in Q2 2026, buying an estimated $5.5K and bringing the position to 528 shares worth $297K. The position accounts for 0.22% of the portfolio, ranked #44.

DWR Wealth Management first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $340K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • DWR Wealth Management held 528 shares of Meta Platforms (Facebook) worth $297K as of Q2 2026.
  • DWR Wealth Management bought 9 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.5K.
  • Meta Platforms (Facebook) made up 0.22% of DWR Wealth Management's portfolio in Q2 2026, its #44 holding.
  • DWR Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's Meta Platforms (Facebook) position peaked at $340K in Q4 2025.
  • 1,624 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.