EFG
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Everhart Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Everhart Financial 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 		$10.8M Sell
19,171
-313
-2% -$191K 0.69% 22
2026
Q1 		$11.1M Buy
19,484
+510
+3% +$327K 0.95% 18
2025
Q4 		$12.5M Buy
18,974
+198
+1% +$132K 1.16% 12
2025
Q3 		$13.8M Buy
18,776
+914
+5% +$680K 1.38% 10
2025
Q2 		$13.2M Buy
17,862
+276
+2% +$171K 1.52% 10
2025
Q1 		$10.1M Buy
17,586
+586
+3% +$378K 1.39% 11
2024
Q4 		$9.95M Buy
17,000
+4,124
+32% +$2.42M 2.05% 10
2024
Q3 		$7.37M Buy
12,876
+1,507
+13% +$775K 1.63% 10
2024
Q2 		$5.73M Buy
11,369
+1,151
+11% +$559K 1.49% 10
2024
Q1 		$4.96M Buy
10,218
+878
+9% +$392K 1.44% 10
2023
Q4 		$3.31M Buy
9,340
+609
+7% +$198K 1.17% 17
2023
Q3 		$2.46M Buy
8,731
+533
+7% +$161K 1.04% 25
2023
Q2 		$2.2M Buy
8,198
+377
+5% +$93K 0.91% 25
2023
Q1 		$1.66M Buy
7,821
+2,863
+58% +$488K 0.74% 29
2022
Q4 		$597K Buy
4,958
+800
+19% +$93.9K 0.3% 74
2022
Q3 		$564K Buy
4,158
+1,827
+78% +$296K 0.31% 64
2022
Q2 		$376K Sell
2,331
-709
-23% -$137K 0.23% 104
2022
Q1 		$676K Sell
3,040
-263
-8% -$65.7K 0.39% 53
2021
Q4 		$1.11M Sell
3,303
-52
-2% -$17.3K 0.67% 36
2021
Q3 		$1.14M Buy
3,355
+415
+14% +$149K 0.78% 30
2021
Q2 		$1.02M Buy
2,940
+1,851
+170% +$594K 0.7% 33
2021
Q1 		$321K Buy
1,089
+81
+8% +$21.8K 0.28% 58
2020
Q4 		$276K Buy
+1,008
New +$276K 0.25% 61

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

Everhart Financial Group's META Position: Q2 2026 in Review

Everhart Financial Group reduced its Meta Platforms (Facebook) (META) stake by 1.6% in Q2 2026, selling an estimated $191K and leaving 19,171 shares worth $10.8M. The position accounts for 0.69% of the portfolio, ranked #22.

Everhart Financial Group first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.8M in Q3 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Everhart Financial Group held 19,171 shares of Meta Platforms (Facebook) worth $10.8M as of Q2 2026.
  • Everhart Financial Group sold 313 Meta Platforms (Facebook) shares in Q2 2026, an estimated $191K.
  • Meta Platforms (Facebook) made up 0.69% of Everhart Financial Group's portfolio in Q2 2026, its #22 holding.
  • Everhart Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Meta Platforms (Facebook) position peaked at $13.8M in Q3 2025.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.