GI
META icon

Gradient Investments’s Meta Platforms (Facebook) META Stock Holding History

Gradient Investments’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 		$82.7M Buy
146,879
+5,604
+4% +$3.43M 1.14% 17
2026
Q1 		$80.8M Sell
141,275
-2,752
-2% -$1.76M 1.25% 16
2025
Q4 		$95.1M Buy
144,027
+14,924
+12% +$9.97M 1.51% 12
2025
Q3 		$94.8M Buy
129,103
+7,404
+6% +$5.51M 1.58% 11
2025
Q2 		$89.8M Buy
121,699
+3,408
+3% +$2.11M 1.64% 8
2025
Q1 		$68.2M Buy
118,291
+8,255
+8% +$5.33M 1.38% 18
2024
Q4 		$64.4M Buy
110,036
+5,579
+5% +$3.27M 1.3% 20
2024
Q3 		$59.8M Buy
104,457
+31,870
+44% +$16.4M 1.25% 21
2024
Q2 		$36.6M Buy
72,587
+5,953
+9% +$2.89M 0.82% 34
2024
Q1 		$32.4M Buy
66,634
+5,597
+9% +$2.5M 0.75% 37
2023
Q4 		$21.6M Sell
61,037
-6,483
-10% -$2.11M 0.52% 53
2023
Q3 		$20.3M Buy
67,520
+1,036
+2% +$312K 0.54% 52
2023
Q2 		$19.1M Sell
66,484
-18,100
-21% -$4.47M 0.49% 55
2023
Q1 		$17.9M Sell
84,584
-47,569
-36% -$8.1M 0.49% 54
2022
Q4 		$15.9M Sell
132,153
-5,884
-4% -$691K 0.5% 48
2022
Q3 		$18.7M Buy
138,037
+20,169
+17% +$3.27M 0.57% 36
2022
Q2 		$19M Buy
117,868
+44,026
+60% +$8.49M 0.55% 36
2022
Q1 		$16.4M Buy
73,842
+14,164
+24% +$3.54M 0.42% 53
2021
Q4 		$20.1M Buy
59,678
+13,217
+28% +$4.39M 0.51% 42
2021
Q3 		$15.8M Sell
46,461
-206
-0.4% -$74.2K 0.44% 45
2021
Q2 		$16.2M Sell
46,667
-331
-0.7% -$106K 0.47% 45
2021
Q1 		$13.8M Buy
46,998
+20,168
+75% +$5.43M 0.45% 44
2020
Q4 		$7.03M Sell
26,830
-252
-0.9% -$69.1K 0.3% 89
2020
Q3 		$7.09M Sell
27,082
-472
-2% -$122K 0.3% 89
2020
Q2 		$6.26M Sell
27,554
-1,047
-4% -$219K 0.29% 90
2020
Q1 		$4.77M Buy
28,601
+6,882
+32% +$1.35M 0.26% 94
2019
Q4 		$4.46M Buy
21,719
+409
+2% +$79.2K 0.2% 97
2019
Q3 		$3.79M Buy
21,310
+3,869
+22% +$735K 0.19% 105
2019
Q2 		$3.37M Buy
17,441
+10,374
+147% +$1.9M 0.17% 102
2019
Q1 		$1.18M Sell
7,067
-1,069
-13% -$170K 0.08% 113
2018
Q4 		$1.07M Buy
8,136
+444
+6% +$64.3K 0.06% 129
2018
Q3 		$1.26M Buy
7,692
+1,106
+17% +$200K 0.06% 137
2018
Q2 		$1.28M Buy
6,586
+2,672
+68% +$483K 0.07% 132
2018
Q1 		$625K Buy
3,914
+142
+4% +$25.5K 0.03% 161
2017
Q4 		$666K Buy
3,772
+522
+16% +$92.3K 0.04% 156
2017
Q3 		$555K Sell
3,250
-97
-3% -$16.2K 0.04% 154
2017
Q2 		$505K Buy
3,347
+138
+4% +$20.5K 0.04% 157
2017
Q1 		$456K Sell
3,209
-370
-10% -$49.4K 0.03% 135
2016
Q4 		$412K Buy
3,579
+2,742
+328% +$337K 0.04% 132
2016
Q3 		$107K Sell
837
-528
-39% -$65.5K 0.01% 210
2016
Q2 		$156K Buy
1,365
+275
+25% +$31.7K 0.02% 193
2016
Q1 		$124K Sell
1,090
-285
-21% -$30.1K 0.02% 201
2015
Q4 		$144K Buy
1,375
+530
+63% +$54.4K 0.02% 188
2015
Q3 		$76K Sell
845
-215
-20% -$19.7K 0.01% 206
2015
Q2 		$91K Sell
1,060
-244
-19% -$19.9K 0.01% 202
2015
Q1 		$107K Buy
1,304
+449
+53% +$35.2K 0.02% 193
2014
Q4 		$67K Hold
855
– – 0.01% 210
2014
Q3 		$68K Sell
855
-4
-0.5% -$293 0.01% 189
2014
Q2 		$58K Buy
859
+4
+0.5% +$246 0.01% 208
2014
Q1 		$52K Buy
855
+500
+141% +$31.7K 0.01% 199
2013
Q4 		$19K Buy
355
+15
+4% +$753 0.01% 308
2013
Q3 		$17K Hold
340
– – 0.01% 239
2013
Q2 		$8K Buy
+340
New +$8.71K ﹤0.01% 279

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Gradient Investments's META Position: Q2 2026 in Review

Gradient Investments increased its Meta Platforms (Facebook) (META) stake by 4% in Q2 2026, buying an estimated $3.43M and bringing the position to 146,879 shares worth $82.7M. The position accounts for 1.14% of the portfolio, ranked #17.

Gradient Investments first reported a position in META in Q2 2013 and has held it in 53 quarters since. The position peaked at $95.1M in Q4 2025. 1,146 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Gradient Investments held 146,879 shares of Meta Platforms (Facebook) worth $82.7M as of Q2 2026.
  • Gradient Investments bought 5,604 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.43M.
  • Meta Platforms (Facebook) made up 1.14% of Gradient Investments's portfolio in Q2 2026, its #17 holding.
  • Gradient Investments first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's Meta Platforms (Facebook) position peaked at $95.1M in Q4 2025.
  • 1,146 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.