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

Financial Strategies 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	$376K	Sell	584 -12	-2%	-$7.34K	0.06%	78
2026 Q1	$404K	Hold	596	–	–	0.07%	76
2025 Q4	$394K	Hold	596	–	–	0.07%	77
2025 Q3	$380K	Buy	596 +19	+3%	+$14.1K	0.07%	75
2025 Q2	$414K	Buy	577 +22	+4%	+$13.6K	0.09%	76
2025 Q1	$289K	Sell	555 -4	-0.7%	-$2.58K	0.07%	83
2024 Q4	$344K	Hold	559	–	–	0.08%	78
2024 Q3	$330K	Buy	559 +2	+0.4%	+$1.03K	0.08%	79
2024 Q2	$295K	Sell	557 -4	-0.7%	-$1.94K	0.07%	78
2024 Q1	$290K	Sell	561 -22	-4%	-$9.81K	0.08%	66
2023 Q4	$228K	Buy	+583	New	+$190K	0.07%	74

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Financial Strategies Group reduced its Meta Platforms (Facebook) (META) stake by 2% in Q2 2026, selling an estimated $7.34K and leaving 584 shares worth $376K. The position accounts for 0.06% of the portfolio, ranked #78.

Financial Strategies Group first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $414K in Q2 2025. 5,076 funds tracked by Wall St. Rank hold META as of Q2 2026.

Financial Strategies Group held 584 shares of Meta Platforms (Facebook) worth $376K as of Q2 2026.
Financial Strategies Group sold 12 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.34K.
Meta Platforms (Facebook) made up 0.06% of Financial Strategies Group's portfolio in Q2 2026, its #78 holding.
Financial Strategies Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
Financial Strategies Group's Meta Platforms (Facebook) position peaked at $414K in Q2 2025.
5,076 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.