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

Enzi Wealth’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	$725K	Sell	1,096 -1	-0.1%	-$611	0.23%	37
2026 Q1	$628K	Buy	1,097 +1	+0.1%	+$641	0.22%	36
2025 Q4	$675K	Sell	1,096 -7	-0.6%	-$4.67K	0.24%	36
2025 Q3	$785K	Buy	1,103 +17	+2%	+$12.7K	0.28%	30
2025 Q2	$779K	Sell	1,086 -10	-0.9%	-$6.18K	0.29%	29
2025 Q1	$584K	Sell	1,096 -2	-0.2%	-$1.29K	0.24%	32
2024 Q4	$685K	Buy	1,098 +20	+2%	+$11.7K	0.26%	31
2024 Q3	$636K	Buy	1,078 +29	+3%	+$14.9K	0.25%	30
2024 Q2	$566K	Buy	1,049 +1	+0.1%	+$486	0.25%	30
2024 Q1	$524K	Sell	1,048 -113	-10%	-$50.4K	0.25%	28
2023 Q4	$534K	Sell	1,161 -105	-8%	-$34.2K	0.26%	29
2023 Q3	$398K	Hold	1,266	–	–	0.21%	36
2023 Q2	$397K	Sell	1,266 -38	-3%	-$9.38K	0.2%	39
2023 Q1	$285K	Buy	+1,304	New	+$222K	0.15%	54

Other funds holding META

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Enzi Wealth's META Position: Q2 2026 in Review

Enzi Wealth reduced its Meta Platforms (Facebook) (META) stake by 0.09% in Q2 2026, selling an estimated $611 and leaving 1,096 shares worth $725K. The position accounts for 0.23% of the portfolio, ranked #37.

Enzi Wealth first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $785K in Q3 2025. 1,095 funds tracked by Wall St. Rank hold META as of Q2 2026.

Enzi Wealth held 1,096 shares of Meta Platforms (Facebook) worth $725K as of Q2 2026.
Enzi Wealth sold 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
Meta Platforms (Facebook) made up 0.23% of Enzi Wealth's portfolio in Q2 2026, its #37 holding.
Enzi Wealth first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
Enzi Wealth's Meta Platforms (Facebook) position peaked at $785K in Q3 2025.
1,095 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.