HWA
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Heritage Wealth Architects’s Meta Platforms (Facebook) META Stock Holding History

Heritage Wealth Architects’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 		$239K Sell
364
-5
-1% -$3.06K 0.1% 70
2026
Q1 		$225K Sell
369
-48
-12% -$30.8K 0.09% 71
2025
Q4 		$275K Buy
+417
New +$278K 0.13% 67

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

Heritage Wealth Architects's META Position: Q2 2026 in Review

Heritage Wealth Architects reduced its Meta Platforms (Facebook) (META) stake by 1.4% in Q2 2026, selling an estimated $3.06K and leaving 364 shares worth $239K. The position accounts for 0.1% of the portfolio, ranked #70.

Heritage Wealth Architects first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q4 2025. 1,162 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Heritage Wealth Architects held 364 shares of Meta Platforms (Facebook) worth $239K as of Q2 2026.
  • Heritage Wealth Architects sold 5 Meta Platforms (Facebook) shares in Q2 2026, an estimated $3.06K.
  • Meta Platforms (Facebook) made up 0.1% of Heritage Wealth Architects's portfolio in Q2 2026, its #70 holding.
  • Heritage Wealth Architects first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Heritage Wealth Architects's Meta Platforms (Facebook) position peaked at $275K in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.