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

Heartwood 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 		$689K Buy
1,223
+113
+10% +$69.1K 0.05% 121
2026
Q1 		$635K Buy
1,110
+82
+8% +$52.6K 0.06% 121
2025
Q4 		$679K Buy
1,028
+49
+5% +$32.7K 0.06% 99
2025
Q3 		$719K Hold
979
– – 0.07% 96
2025
Q2 		$723K Sell
979
-16
-2% -$9.89K 0.08% 94
2025
Q1 		$573K Buy
995
+33
+3% +$21.3K 0.07% 96
2024
Q4 		$563K Buy
962
+32
+3% +$18.8K 0.06% 92
2024
Q3 		$532K Sell
930
-198
-18% -$102K 0.06% 94
2024
Q2 		$569K Buy
+1,128
New +$548K 0.07% 91

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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

Heartwood Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 10% in Q2 2026, buying an estimated $69.1K and bringing the position to 1,223 shares worth $689K. The position accounts for 0.05% of the portfolio, ranked #121.

Heartwood Wealth Advisors first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $723K in Q2 2025. 2,242 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Heartwood Wealth Advisors held 1,223 shares of Meta Platforms (Facebook) worth $689K as of Q2 2026.
  • Heartwood Wealth Advisors bought 113 Meta Platforms (Facebook) shares in Q2 2026, an estimated $69.1K.
  • Meta Platforms (Facebook) made up 0.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Heartwood Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
  • Heartwood Wealth Advisors's Meta Platforms (Facebook) position peaked at $723K in Q2 2025.
  • 2,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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