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

Grant Private 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	$14.7M	Buy	26,165 +5,984	+30%	+$3.66M	6.21%	2
2026 Q1	$11.5M	Buy	20,181 +7,961	+65%	+$5.1M	6.13%	2
2025 Q4	$8.07M	Buy	12,220 +178	+1%	+$119K	4.87%	4
2025 Q3	$8.84M	Buy	12,042 +1,973	+20%	+$1.47M	5.46%	2
2025 Q2	$7.43M	Buy	10,069 +2,513	+33%	+$1.55M	4.21%	2
2025 Q1	$4.35M	Buy	7,556 +204	+3%	+$132K	4.7%	2
2024 Q4	$4.3M	Buy	+7,352	New	+$4.32M	4.64%	3

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

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

Grant Private Wealth Management's META Position: Q2 2026 in Review

Grant Private Wealth Management increased its Meta Platforms (Facebook) (META) stake by 30% in Q2 2026, buying an estimated $3.66M and bringing the position to 26,165 shares worth $14.7M. The position accounts for 6.21% of the portfolio, ranked #2.

Grant Private Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

Grant Private Wealth Management held 26,165 shares of Meta Platforms (Facebook) worth $14.7M as of Q2 2026.
Grant Private Wealth Management bought 5,984 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.66M.
Meta Platforms (Facebook) made up 6.21% of Grant Private Wealth Management's portfolio in Q2 2026, its #2 holding.
Grant Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.