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

Heritage Oak 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	$408K	Buy	724 +31	+4%	+$19K	0.12%	64
2026 Q1	$397K	Sell	693 -135	-16%	-$86.5K	0.13%	50
2025 Q4	$547K	Buy	828 +427	+106%	+$285K	0.2%	45
2025 Q3	$294K	Sell	401 -5	-1%	-$3.72K	0.11%	65
2025 Q2	$300K	Buy	406 +10	+3%	+$6.18K	0.12%	60
2025 Q1	$228K	Hold	396	–	–	0.1%	65
2024 Q4	$232K	Sell	396 -3,440	-90%	-$2.02M	0.11%	66
2024 Q3	$2.2M	Buy	3,836 +2,919	+318%	+$1.5M	1.01%	27
2024 Q2	$462K	Buy	+917	New	+$446K	0.23%	61

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

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Heritage Oak Wealth Advisors's META Position: Q2 2026 in Review

Heritage Oak Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 4.5% in Q2 2026, buying an estimated $19K and bringing the position to 724 shares worth $408K. The position accounts for 0.12% of the portfolio, ranked #64.

Heritage Oak Wealth Advisors first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.2M in Q3 2024. 1,696 funds tracked by Wall St. Rank hold META as of Q2 2026.

Heritage Oak Wealth Advisors held 724 shares of Meta Platforms (Facebook) worth $408K as of Q2 2026.
Heritage Oak Wealth Advisors bought 31 Meta Platforms (Facebook) shares in Q2 2026, an estimated $19K.
Meta Platforms (Facebook) made up 0.12% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Heritage Oak Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
Heritage Oak Wealth Advisors's Meta Platforms (Facebook) position peaked at $2.2M in Q3 2024.
1,696 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.