Forthright Family Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Forthright Family Wealth Advisory’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	$249K	Buy	+442	New	+$270K	0.14%	50
2026 Q1	–	Sell	-426	Closed	-$281K	–	72
2025 Q4	$281K	Sell	426 -57	-12%	-$38.1K	0.18%	40
2025 Q3	$355K	Sell	483 -3	-0.6%	-$2.23K	0.22%	45
2025 Q2	$359K	Buy	486 +20	+4%	+$12.4K	0.23%	41
2025 Q1	$269K	Sell	466 -24	-5%	-$15.5K	0.18%	46
2024 Q4	$287K	Hold	490	–	–	0.19%	45
2024 Q3	$306K	Buy	490 +1	+0.2%	+$515	0.2%	45
2024 Q2	$247K	Buy	+489	New	+$238K	0.16%	58

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Forthright Family Wealth Advisory's META Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 442 shares worth $249K. The stake represents 0.14% of the portfolio and ranks #50 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in META as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in META in Q2 2024 and has held it in 8 quarters since. The position peaked at $359K in Q2 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Forthright Family Wealth Advisory held 442 shares of Meta Platforms (Facebook) worth $249K as of Q2 2026.
Meta Platforms (Facebook) was a new Forthright Family Wealth Advisory position in Q2 2026.
Meta Platforms (Facebook) made up 0.14% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #50 holding.
Forthright Family Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 8 quarters since.
Forthright Family Wealth Advisory's Meta Platforms (Facebook) position peaked at $359K in Q2 2025.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.