HWA
META icon

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

HCR 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 		$11.5M Buy
20,342
+286
+1% +$175K 1.03% 16
2026
Q1 		$11.5M Sell
20,056
-322
-2% -$206K 1.19% 15
2025
Q4 		$13.5M Buy
20,378
+851
+4% +$568K 1.33% 13
2025
Q3 		$14.2M Buy
19,527
+321
+2% +$239K 1.47% 13
2025
Q2 		$14.2M Buy
19,206
+858
+5% +$530K 1.67% 11
2025
Q1 		$10.6M Buy
18,348
+146
+0.8% +$94.2K 1.38% 14
2024
Q4 		$10.7M Buy
18,202
+297
+2% +$174K 1.34% 14
2024
Q3 		$10.2M Sell
17,905
-227
-1% -$117K 1.34% 13
2024
Q2 		$9.14M Buy
18,132
+111
+0.6% +$54K 1.31% 13
2024
Q1 		$8.75M Sell
18,021
-568
-3% -$253K 1.33% 14
2023
Q4 		$6.58M Buy
18,589
+2,891
+18% +$941K 1.04% 15
2023
Q3 		$4.71M Sell
15,698
-3,679
-19% -$1.11M 1.03% 14
2023
Q2 		$5.56M Sell
19,377
-176
-0.9% -$43.4K 1.03% 16
2023
Q1 		$4.14M Buy
19,553
+26
+0.1% +$4.43K 0.82% 23
2022
Q4 		$2.35M Sell
19,527
-791
-4% -$92.9K 0.49% 40
2022
Q3 		$2.76M Sell
20,318
-152
-0.7% -$24.6K 0.59% 32
2022
Q2 		$3.3M Buy
20,470
+685
+3% +$132K 0.66% 31
2022
Q1 		$4.4M Sell
19,785
-162
-0.8% -$40.5K 0.72% 27
2021
Q4 		$6.71M Sell
19,947
-861
-4% -$286K 1.04% 14
2021
Q3 		$7.06M Buy
20,808
+8
+0% +$2.88K 1.18% 12
2021
Q2 		$7.23M Buy
20,800
+750
+4% +$241K 1.26% 12
2021
Q1 		$5.91M Sell
20,050
-3,229
-14% -$869K 1.17% 13
2020
Q4 		$6.36M Buy
23,279
+180
+0.8% +$49.3K 1.33% 10
2020
Q3 		$6.1M Buy
23,099
+1,942
+9% +$501K 1.39% 12
2020
Q2 		$5M Sell
21,157
-1,065
-5% -$222K 1.17% 13
2020
Q1 		$3.71M Sell
22,222
-1,449
-6% -$284K 1.06% 15
2019
Q4 		$4.86M Buy
23,671
+317
+1% +$61.4K 1.18% 13
2019
Q3 		$4.18M Sell
23,354
-442
-2% -$84K 1.39% 11
2019
Q2 		$4.59M Buy
23,796
+1,371
+6% +$250K 1.31% 13
2019
Q1 		$3.67M Sell
22,425
-3,667
-14% -$583K 1.05% 17
2018
Q4 		$3.42M Sell
26,092
-779
-3% -$113K 1.1% 14
2018
Q3 		$4.17M Buy
26,871
+1,524
+6% +$276K 1.36% 11
2018
Q2 		$4.9M Sell
25,347
-287
-1% -$51.9K 1.61% 8
2018
Q1 		$4.1M Sell
25,634
-859
-3% -$154K 1.42% 10
2017
Q4 		$4.67M Buy
26,493
+519
+2% +$91.7K 1.63% 7
2017
Q3 		$4.44M Sell
25,974
-536
-2% -$89.4K 1.87% 8
2017
Q2 		$4M Buy
26,510
+815
+3% +$121K 1.98% 7
2017
Q1 		$3.65M Sell
25,695
-1,170
-4% -$156K 1.87% 7
2016
Q4 		$3.09M Buy
+26,865
New +$3.3M 1.63% 12

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

HCR Wealth Advisors's META Position: Q2 2026 in Review

HCR Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.4% in Q2 2026, buying an estimated $175K and bringing the position to 20,342 shares worth $11.5M. The position accounts for 1.03% of the portfolio, ranked #16.

HCR Wealth Advisors first reported a position in META in Q4 2016 and has held it in 39 quarters since. The position peaked at $14.2M in Q3 2025. 1,067 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • HCR Wealth Advisors held 20,342 shares of Meta Platforms (Facebook) worth $11.5M as of Q2 2026.
  • HCR Wealth Advisors bought 286 Meta Platforms (Facebook) shares in Q2 2026, an estimated $175K.
  • Meta Platforms (Facebook) made up 1.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • HCR Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's Meta Platforms (Facebook) position peaked at $14.2M in Q3 2025.
  • 1,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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