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

HMV 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 		$967K Buy
1,716
+151
+10% +$92.3K 0.38% 41
2026
Q1 		$895K Sell
1,565
-110
-7% -$70.5K 0.42% 32
2025
Q4 		$1.11M Sell
1,675
-133
-7% -$88.8K 0.55% 28
2025
Q3 		$1.33M Sell
1,808
-130
-7% -$96.8K 0.73% 27
2025
Q2 		$1.43M Sell
1,938
-1,230
-39% -$760K 0.94% 24
2025
Q1 		$1.83M Hold
3,168
– – 1.45% 22
2024
Q4 		$1.85M Buy
+3,168
New +$1.86M 1.86% 20

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

HMV Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 9.6% in Q2 2026, buying an estimated $92.3K and bringing the position to 1,716 shares worth $967K. The position accounts for 0.38% of the portfolio, ranked #41.

HMV Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q4 2024. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • HMV Wealth Advisors held 1,716 shares of Meta Platforms (Facebook) worth $967K as of Q2 2026.
  • HMV Wealth Advisors bought 151 Meta Platforms (Facebook) shares in Q2 2026, an estimated $92.3K.
  • Meta Platforms (Facebook) made up 0.38% of HMV Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • HMV Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.85M in Q4 2024.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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