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

Forza 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	$204K	Hold	362	–	–	0.06%	193
2026 Q1	$207K	Sell	362 -40	-10%	-$25.6K	0.07%	181
2025 Q4	$265K	Hold	402	–	–	0.1%	165
2025 Q3	$295K	Buy	402 +15	+4%	+$11.2K	0.11%	159
2025 Q2	$286K	Sell	387 -5	-1%	-$3.09K	0.12%	162
2025 Q1	$226K	Hold	392	–	–	0.1%	166
2024 Q4	$230K	Buy	392 +18	+5%	+$10.6K	0.1%	169
2024 Q3	$214K	Buy	+374	New	+$192K	0.1%	175

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

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

Forza Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 362 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #193.

Forza Wealth Management first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $295K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold META as of Q2 2026.

Forza Wealth Management held 362 shares of Meta Platforms (Facebook) worth $204K as of Q2 2026.
Forza Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.06% of Forza Wealth Management's portfolio in Q2 2026, its #193 holding.
Forza Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
Forza Wealth Management's Meta Platforms (Facebook) position peaked at $295K in Q3 2025.
1,099 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.