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

Elmwood 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	$219K	Sell	389 -155	-28%	-$94.8K	0.05%	186
2026 Q1	$311K	Hold	544	–	–	0.09%	151
2025 Q4	$359K	Sell	544 -4	-0.7%	-$2.67K	0.11%	132
2025 Q3	$402K	Buy	+548	New	+$408K	0.14%	108
2022 Q1	–	Sell	-533	Closed	-$179K	–	233
2021 Q4	$179K	Buy	+533	New	+$177K	0.09%	115
2021 Q2	$220K	Buy	634 +5	+0.8%	+$1.6K	0.12%	104
2021 Q1	$185K	Buy	+629	New	+$169K	0.11%	108
2020 Q3	$101K	Hold	445	–	–	0.08%	107
2020 Q2	$101K	Buy	445 +155	+53%	+$32.4K	0.08%	107
2020 Q1	$46.3K	Buy	+290	New	+$56.8K	0.04%	131
2019 Q4	–	Sell	-250	Closed	-$45K	–	184
2019 Q3	$45K	Sell	250 -25	-9%	-$4.75K	0.05%	117
2019 Q2	$53K	Hold	275	–	–	0.05%	124
2019 Q1	$46K	Hold	275	–	–	0.04%	127
2018 Q4	$36K	Hold	275	–	–	0.03%	138
2018 Q3	$45.2K	Hold	275	–	–	0.04%	138
2018 Q2	$53.4K	Sell	275 -15	-5%	-$2.71K	0.05%	127
2018 Q1	$46.3K	Buy	+290	New	+$52.1K	0.04%	131

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

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

Elmwood Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 28% in Q2 2026, selling an estimated $94.8K and leaving 389 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #186.

Elmwood Wealth Management first reported a position in META in Q1 2018 and has held it in 17 quarters since. The position peaked at $402K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold META as of Q2 2026.

Elmwood Wealth Management held 389 shares of Meta Platforms (Facebook) worth $219K as of Q2 2026.
Elmwood Wealth Management sold 155 Meta Platforms (Facebook) shares in Q2 2026, an estimated $94.8K.
Meta Platforms (Facebook) made up 0.05% of Elmwood Wealth Management's portfolio in Q2 2026, its #186 holding.
Elmwood Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 17 quarters since.
Elmwood Wealth Management's Meta Platforms (Facebook) position peaked at $402K in Q3 2025.
1,019 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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