Gladstone Institutional Advisory’s Meta Platforms (Facebook) META Stock Holding History

Gladstone Institutional 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	$19.3M	Sell	34,262 -4,526	-12%	-$2.77M	0.61%	38
2026 Q1	$22.2M	Sell	38,788 -3,737	-9%	-$2.39M	0.82%	22
2025 Q4	$28.1M	Buy	42,525 +2,990	+8%	+$2M	1.06%	17
2025 Q3	$29M	Buy	39,535 +597	+2%	+$444K	1.12%	16
2025 Q2	$28.7M	Buy	38,938 +154	+0.4%	+$95.2K	1.19%	15
2025 Q1	$22.4M	Buy	38,784 +456	+1%	+$294K	1.04%	16
2024 Q4	$22.4M	Buy	38,328 +2,602	+7%	+$1.53M	1.04%	15
2024 Q3	$20.5M	Sell	35,726 -2,523	-7%	-$1.3M	1%	16
2024 Q2	$19.3M	Buy	38,249 +182	+0.5%	+$88.5K	1%	17
2024 Q1	$18.5M	Sell	38,067 -5,985	-14%	-$2.67M	1.01%	16
2023 Q4	$15.6M	Buy	44,052 +14,398	+49%	+$4.69M	0.87%	17
2023 Q3	$8.9M	Sell	29,654 -3,809	-11%	-$1.15M	0.58%	33
2023 Q2	$9.6M	Sell	33,463 -6,211	-16%	-$1.53M	0.59%	29
2023 Q1	$8.41M	Sell	39,674 -2,564	-6%	-$437K	0.54%	34
2022 Q4	$5.08M	Sell	42,238 -1,964	-4%	-$231K	0.36%	69
2022 Q3	$6M	Buy	44,202 +4,645	+12%	+$753K	0.47%	41
2022 Q2	$6.38M	Buy	39,557 +767	+2%	+$148K	0.5%	38
2022 Q1	$8.63M	Buy	38,790 +3,964	+11%	+$991K	0.58%	30
2021 Q4	$11.7M	Sell	34,826 -1,318	-4%	-$438K	0.91%	14
2021 Q3	$12.3M	Buy	36,144 +13,738	+61%	+$4.95M	1.2%	11
2021 Q2	$7.79M	Buy	22,406 +9,530	+74%	+$3.06M	0.93%	20
2021 Q1	$3.79M	Buy	12,876 +6,064	+89%	+$1.63M	0.59%	46
2020 Q4	$1.86M	Sell	6,812 -537	-7%	-$147K	0.37%	63
2020 Q3	$1.93M	Sell	7,349 -175	-2%	-$45.1K	0.46%	46
2020 Q2	$1.71M	Sell	7,524 -436	-5%	-$91K	0.43%	55
2020 Q1	$1.33M	Buy	7,960 +2,870	+56%	+$562K	0.34%	68
2019 Q4	$1.04M	Buy	5,090 +560	+12%	+$108K	0.26%	83
2019 Q3	$806K	Sell	4,530 -822	-15%	-$156K	0.21%	99
2019 Q2	$1.03M	Sell	5,352 -145	-3%	-$26.5K	0.31%	65
2019 Q1	$916K	Sell	5,497 -2	-0%	-$318	0.34%	65
2018 Q4	$721K	Buy	+5,499	New	+$797K	0.42%	55

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

Gladstone Institutional Advisory's META Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $2.77M and leaving 34,262 shares worth $19.3M. The position accounts for 0.61% of the portfolio, ranked #38.

Gladstone Institutional Advisory first reported a position in META in Q4 2018 and has held it in 31 quarters since. The position peaked at $29M in Q3 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Gladstone Institutional Advisory held 34,262 shares of Meta Platforms (Facebook) worth $19.3M as of Q2 2026.
Gladstone Institutional Advisory sold 4,526 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.77M.
Meta Platforms (Facebook) made up 0.61% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #38 holding.
Gladstone Institutional Advisory first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 31 quarters since.
Gladstone Institutional Advisory's Meta Platforms (Facebook) position peaked at $29M in Q3 2025.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.