Grey Fox Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Grey Fox Wealth Advisors’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	$750K	Buy	1,331 +879	+194%	+$537K	0.12%	85
2026 Q1	$259K	Buy	452 +139	+44%	+$89.1K	0.05%	121
2025 Q4	$207K	Sell	313 -19	-6%	-$12.7K	0.04%	130
2025 Q3	$244K	Sell	332 -1	-0.3%	-$744	0.05%	125
2025 Q2	$245K	Sell	333 -26	-7%	-$16.1K	0.06%	114
2025 Q1	$207K	Buy	+359	New	+$232K	0.06%	122
2024 Q3	–	Sell	-630	Closed	-$318K	–	140
2024 Q2	$318K	Sell	630 -4	-0.6%	-$1.94K	0.11%	100
2024 Q1	$308K	Buy	634 +6	+1%	+$2.68K	0.12%	97
2023 Q4	$222K	Buy	+628	New	+$205K	0.1%	101
2023 Q2	–	Sell	-810	Closed	-$172K	–	356
2023 Q1	$172K	Buy	810 +68	+9%	+$11.6K	0.1%	107
2022 Q4	$89.3K	Buy	+742	New	+$87.1K	0.06%	138

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Grey Fox Wealth Advisors's META Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 194% in Q2 2026, buying an estimated $537K and bringing the position to 1,331 shares worth $750K. The position accounts for 0.12% of the portfolio, ranked #85.

Grey Fox Wealth Advisors first reported a position in META in Q4 2022 and has held it in 11 quarters since. 1,460 funds tracked by Wall St. Rank hold META as of Q2 2026.

Grey Fox Wealth Advisors held 1,331 shares of Meta Platforms (Facebook) worth $750K as of Q2 2026.
Grey Fox Wealth Advisors bought 879 Meta Platforms (Facebook) shares in Q2 2026, an estimated $537K.
Meta Platforms (Facebook) made up 0.12% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Grey Fox Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 11 quarters since.
1,460 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.