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

GoalVest 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 		$2.35M Buy
4,169
+546
+15% +$334K 0.44% 35
2026
Q1 		$2.07M Buy
3,623
+1,464
+68% +$938K 0.4% 38
2025
Q4 		$1.43M Buy
2,159
+1,634
+311% +$1.09M 0.27% 58
2025
Q3 		$386K Buy
525
+8
+2% +$5.95K 0.08% 106
2025
Q2 		$382K Buy
517
+136
+36% +$84K 0.09% 95
2025
Q1 		$220K Buy
381
+179
+89% +$115K 0.06% 111
2024
Q4 		$118K Sell
202
-151
-43% -$88.6K 0.03% 140
2024
Q3 		$202K Buy
353
+71
+25% +$36.5K 0.06% 104
2024
Q2 		$142K Sell
282
-5
-2% -$2.43K 0.05% 120
2024
Q1 		$139K Buy
287
+4
+1% +$1.78K 0.05% 134
2023
Q4 		$100K Buy
283
+150
+113% +$48.8K 0.04% 92
2023
Q3 		$39.9K Hold
133
– – 0.02% 157
2023
Q2 		$38.2K Sell
133
-1,000
-88% -$247K 0.02% 158
2023
Q1 		$240K Sell
1,133
-208
-16% -$35.4K 0.14% 63
2022
Q4 		$161K Buy
1,341
+1,000
+293% +$117K 0.1% 81
2022
Q3 		$46K Sell
341
-6,364
-95% -$1.03M 0.03% 114
2022
Q2 		$1.13M Buy
6,705
+49
+0.7% +$9.45K 0.71% 39
2022
Q1 		$1.48M Buy
+6,656
New +$1.66M 0.83% 36
2021
Q2 		$2.04M Sell
5,878
-223
-4% -$71.5K 1.27% 22
2021
Q1 		$1.8M Buy
6,101
+85
+1% +$22.9K 1.34% 19
2020
Q4 		$1.64M Buy
+6,016
New +$1.65M 1.38% 19

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
Ninety One (UK)
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

GoalVest Advisory's META Position: Q2 2026 in Review

GoalVest Advisory increased its Meta Platforms (Facebook) (META) stake by 15% in Q2 2026, buying an estimated $334K and bringing the position to 4,169 shares worth $2.35M. The position accounts for 0.44% of the portfolio, ranked #35.

GoalVest Advisory first reported a position in META in Q4 2020 and has held it in 21 quarters since. 870 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • GoalVest Advisory held 4,169 shares of Meta Platforms (Facebook) worth $2.35M as of Q2 2026.
  • GoalVest Advisory bought 546 Meta Platforms (Facebook) shares in Q2 2026, an estimated $334K.
  • Meta Platforms (Facebook) made up 0.44% of GoalVest Advisory's portfolio in Q2 2026, its #35 holding.
  • GoalVest Advisory first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 21 quarters since.
  • 870 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.