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Dynamic Advisor Solutions’s Meta Platforms (Facebook) META Stock Holding History

Dynamic Advisor Solutions’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 		$23.1M Buy
41,064
+235
+0.6% +$144K 0.66% 32
2026
Q1 		$23.4M Buy
40,829
+643
+2% +$412K 0.74% 27
2025
Q4 		$26.5M Buy
40,186
+1,195
+3% +$798K 0.85% 24
2025
Q3 		$28.6M Buy
38,991
+184
+0.5% +$137K 0.83% 22
2025
Q2 		$28.6M Buy
38,807
+2,482
+7% +$1.53M 0.88% 18
2025
Q1 		$20.9M Buy
36,325
+3,199
+10% +$2.06M 0.69% 32
2024
Q4 		$19.4M Sell
33,126
-3,418
-9% -$2.01M 0.84% 24
2024
Q3 		$20.9M Buy
36,544
+1,507
+4% +$775K 0.63% 32
2024
Q2 		$17.7M Buy
35,037
+3,170
+10% +$1.54M 0.56% 36
2024
Q1 		$15.5M Buy
31,867
+385
+1% +$172K 0.52% 41
2023
Q4 		$11.1M Buy
31,482
+3,334
+12% +$1.09M 0.41% 55
2023
Q3 		$8.45M Buy
28,148
+5,173
+23% +$1.56M 0.4% 55
2023
Q2 		$6.59M Buy
22,975
+1,367
+6% +$337K 0.34% 68
2023
Q1 		$4.58M Buy
21,608
+3,775
+21% +$643K 0.27% 103
2022
Q4 		$2.15M Sell
17,833
-7,229
-29% -$849K 0.15% 164
2022
Q3 		$3.4M Sell
25,062
-801
-3% -$130K 0.26% 93
2022
Q2 		$4.17M Buy
25,863
+3,491
+16% +$673K 0.32% 74
2022
Q1 		$4.97M Buy
22,372
+1,642
+8% +$410K 0.35% 67
2021
Q4 		$6.97M Buy
20,730
+2,791
+16% +$927K 0.5% 38
2021
Q3 		$6.09M Buy
17,939
+446
+3% +$161K 0.46% 45
2021
Q2 		$6.08M Buy
17,493
+2,275
+15% +$730K 0.48% 43
2021
Q1 		$4.48M Sell
15,218
-3,685
-19% -$992K 0.42% 55
2020
Q4 		$5.16M Buy
18,903
+2,321
+14% +$636K 0.48% 47
2020
Q3 		$4.34M Buy
16,582
+4,368
+36% +$1.13M 0.49% 42
2020
Q2 		$2.77M Buy
12,214
+769
+7% +$161K 0.37% 73
2020
Q1 		$1.91M Buy
11,445
+288
+3% +$56.4K 0.35% 82
2019
Q4 		$2.29M Buy
11,157
+993
+10% +$192K 0.31% 83
2019
Q3 		$1.81M Buy
10,164
+174
+2% +$33.1K 0.28% 93
2019
Q2 		$1.93M Buy
9,990
+2,631
+36% +$481K 0.31% 86
2019
Q1 		$1.23M Sell
7,359
-397
-5% -$63.1K 0.23% 117
2018
Q4 		$1.16M Buy
7,756
+423
+6% +$61.3K 0.25% 111
2018
Q3 		$1.21M Buy
7,333
+778
+12% +$141K 0.25% 117
2018
Q2 		$1.27M Buy
6,555
+460
+8% +$83.1K 0.29% 104
2018
Q1 		$974K Sell
6,095
-334
-5% -$60K 0.25% 121
2017
Q4 		$1.13M Buy
6,429
+789
+14% +$139K 0.37% 89
2017
Q3 		$964K Sell
5,640
-252
-4% -$42.1K 0.38% 86
2017
Q2 		$890K Sell
5,892
-38
-0.6% -$5.65K 0.34% 92
2017
Q1 		$842K Buy
5,930
+43
+0.7% +$5.75K 0.33% 90
2016
Q4 		$677K Sell
5,887
-486
-8% -$59.7K 0.27% 104
2016
Q3 		$817K Buy
6,373
+420
+7% +$52.1K 0.31% 99
2016
Q2 		$680K Sell
5,953
-388
-6% -$44.7K 0.28% 97
2016
Q1 		$724K Sell
6,341
-476
-7% -$50.2K 0.31% 85
2015
Q4 		$713K Buy
6,817
+2,069
+44% +$213K 0.29% 92
2015
Q3 		$427K Sell
4,748
-2,204
-32% -$202K 0.22% 109
2015
Q2 		$596K Buy
6,952
+3,879
+126% +$317K 0.35% 82
2015
Q1 		$253K Sell
3,073
-2,769
-47% -$217K 0.13% 168
2014
Q4 		$456K Sell
5,842
-315
-5% -$24.1K 0.24% 119
2014
Q3 		$487K Buy
6,157
+441
+8% +$32.4K 0.26% 113
2014
Q2 		$385K Buy
+5,716
New +$352K 0.23% 128

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

Dynamic Advisor Solutions's META Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Meta Platforms (Facebook) (META) stake by 0.58% in Q2 2026, buying an estimated $144K and bringing the position to 41,064 shares worth $23.1M. The position accounts for 0.66% of the portfolio, ranked #32.

Dynamic Advisor Solutions first reported a position in META in Q2 2014 and has held it in 49 quarters since. The position peaked at $28.6M in Q2 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Dynamic Advisor Solutions held 41,064 shares of Meta Platforms (Facebook) worth $23.1M as of Q2 2026.
  • Dynamic Advisor Solutions bought 235 Meta Platforms (Facebook) shares in Q2 2026, an estimated $144K.
  • Meta Platforms (Facebook) made up 0.66% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #32 holding.
  • Dynamic Advisor Solutions first reported a position in Meta Platforms (Facebook) in Q2 2014 and has held it in 49 quarters since.
  • Dynamic Advisor Solutions's Meta Platforms (Facebook) position peaked at $28.6M in Q2 2025.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.