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

GoalFusion 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	$523K	Buy	929 +50	+6%	+$30.6K	0.21%	20
2026 Q1	$503K	Sell	879 -5	-0.6%	-$3.2K	0.23%	18
2025 Q4	$584K	Hold	884	–	–	0.27%	17
2025 Q3	$649K	Hold	884	–	–	0.31%	17
2025 Q2	$652K	Hold	884	–	–	0.34%	17
2025 Q1	$510K	Hold	884	–	–	0.28%	15
2024 Q4	$518K	Hold	884	–	–	0.28%	16
2024 Q3	$506K	Sell	884 -4	-0.5%	-$2.06K	0.28%	17
2024 Q2	$448K	Hold	888	–	–	0.28%	17
2024 Q1	$431K	Sell	888 -220	-20%	-$98.1K	0.27%	21
2023 Q4	$392K	Buy	1,108 +181	+20%	+$58.9K	0.27%	22
2023 Q3	$278K	Buy	+927	New	+$279K	0.21%	21

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

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

GoalFusion Wealth Management increased its Meta Platforms (Facebook) (META) stake by 5.7% in Q2 2026, buying an estimated $30.6K and bringing the position to 929 shares worth $523K. The position accounts for 0.21% of the portfolio, ranked #20.

GoalFusion Wealth Management first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $652K in Q2 2025. 1,019 funds tracked by Wall St. Rank hold META as of Q2 2026.

GoalFusion Wealth Management held 929 shares of Meta Platforms (Facebook) worth $523K as of Q2 2026.
GoalFusion Wealth Management bought 50 Meta Platforms (Facebook) shares in Q2 2026, an estimated $30.6K.
Meta Platforms (Facebook) made up 0.21% of GoalFusion Wealth Management's portfolio in Q2 2026, its #20 holding.
GoalFusion Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
GoalFusion Wealth Management's Meta Platforms (Facebook) position peaked at $652K in Q2 2025.
1,019 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on GoalFusion Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.