EIG
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Ellenbecker Investment Group’s Meta Platforms (Facebook) META Stock Holding History

Ellenbecker Investment 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 		$567K Sell
1,006
-52
-5% -$31.8K 0.07% 76
2026
Q1 		$605K Sell
1,058
-171
-14% -$110K 0.08% 68
2025
Q4 		$812K Buy
1,229
+55
+5% +$36.7K 0.11% 52
2025
Q3 		$862K Sell
1,174
-24
-2% -$17.9K 0.13% 49
2025
Q2 		$885K Hold
1,198
– – 0.14% 43
2025
Q1 		$691K Buy
1,198
+47
+4% +$30.3K 0.12% 52
2024
Q4 		$674K Buy
1,151
+44
+4% +$25.8K 0.12% 55
2024
Q3 		$634K Buy
1,107
+80
+8% +$41.2K 0.12% 54
2024
Q2 		$518K Sell
1,027
-78
-7% -$37.9K 0.1% 60
2024
Q1 		$537K Buy
1,105
+132
+14% +$58.9K 0.11% 56
2023
Q4 		$344K Buy
973
+20
+2% +$6.51K 0.08% 74
2023
Q3 		$286K Sell
953
-60
-6% -$18.1K 0.07% 76
2023
Q2 		$290K Buy
1,013
+54
+6% +$13.3K 0.07% 75
2023
Q1 		$203K Buy
+959
New +$163K 0.06% 90
2022
Q1 		– Sell
-716
Closed -$240K – 88
2021
Q4 		$240K Buy
+716
New +$238K 0.07% 75

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ellenbecker Investment Group's META Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its Meta Platforms (Facebook) (META) stake by 4.9% in Q2 2026, selling an estimated $31.8K and leaving 1,006 shares worth $567K. The position accounts for 0.07% of the portfolio, ranked #76.

Ellenbecker Investment Group first reported a position in META in Q4 2021 and has held it in 15 quarters since. The position peaked at $885K in Q2 2025. 1,955 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Ellenbecker Investment Group held 1,006 shares of Meta Platforms (Facebook) worth $567K as of Q2 2026.
  • Ellenbecker Investment Group sold 52 Meta Platforms (Facebook) shares in Q2 2026, an estimated $31.8K.
  • Meta Platforms (Facebook) made up 0.07% of Ellenbecker Investment Group's portfolio in Q2 2026, its #76 holding.
  • Ellenbecker Investment Group first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • Ellenbecker Investment Group's Meta Platforms (Facebook) position peaked at $885K in Q2 2025.
  • 1,955 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.