HFP
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Holistic Financial Partners’s Meta Platforms (Facebook) META Stock Holding History

Holistic Financial Partners’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 		$841K Sell
1,493
-431
-22% -$264K 0.51% 40
2026
Q1 		$1.1M Buy
1,924
+116
+6% +$74.3K 0.41% 40
2025
Q4 		$1.19M Buy
1,808
+259
+17% +$173K 0.43% 38
2025
Q3 		$1.14M Buy
1,549
+103
+7% +$76.7K 0.47% 35
2025
Q2 		$1.07M Sell
1,446
-53
-4% -$32.8K 0.47% 35
2025
Q1 		$864K Buy
1,499
+3
+0.2% +$1.94K 0.42% 35
2024
Q4 		$876K Buy
1,496
+20
+1% +$11.7K 0.44% 33
2024
Q3 		$845K Buy
1,476
+94
+7% +$48.4K 0.41% 35
2024
Q2 		$697K Sell
1,382
-8
-0.6% -$3.89K 0.35% 36
2024
Q1 		$675K Sell
1,390
-185
-12% -$82.5K 0.34% 38
2023
Q4 		$557K Buy
1,575
+105
+7% +$34.2K 0.34% 39
2023
Q3 		$441K Buy
1,470
+16
+1% +$4.82K 0.29% 46
2023
Q2 		$417K Buy
1,454
+92
+7% +$22.7K 0.29% 47
2023
Q1 		$289K Buy
+1,362
New +$232K 0.23% 70
2022
Q3 		– Sell
-1,335
Closed -$215K – 92
2022
Q2 		$215K Buy
1,335
+170
+15% +$32.8K 0.2% 82
2022
Q1 		$259K Sell
1,165
-134
-10% -$33.5K 0.16% 87
2021
Q4 		$437K Sell
1,299
-211
-14% -$70.1K 0.25% 56
2021
Q3 		$512K Buy
1,510
+182
+14% +$65.5K 0.32% 42
2021
Q2 		$462K Buy
1,328
+25
+2% +$8.02K 0.28% 49
2021
Q1 		$384K Buy
1,303
+27
+2% +$7.27K 0.25% 56
2020
Q4 		$349K Buy
1,276
+67
+6% +$18.4K 0.24% 59
2020
Q3 		$315K Buy
1,209
+9
+0.8% +$2.32K 0.25% 55
2020
Q2 		$272K Sell
1,200
-191
-14% -$39.9K 0.23% 54
2020
Q1 		$232K Buy
1,391
+34
+3% +$6.66K 0.24% 54
2019
Q4 		$279K Buy
+1,357
New +$263K 0.17% 78
2018
Q2 		– Sell
-1,080
Closed -$173K – 236
2018
Q1 		$173K Sell
1,080
-179
-14% -$32.1K 0.14% 75
2017
Q4 		$222K Buy
+1,259
New +$223K 0.18% 66

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

Holistic Financial Partners's META Position: Q2 2026 in Review

Holistic Financial Partners reduced its Meta Platforms (Facebook) (META) stake by 22% in Q2 2026, selling an estimated $264K and leaving 1,493 shares worth $841K. The position accounts for 0.51% of the portfolio, ranked #40.

Holistic Financial Partners first reported a position in META in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.19M in Q4 2025. 1,795 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Holistic Financial Partners held 1,493 shares of Meta Platforms (Facebook) worth $841K as of Q2 2026.
  • Holistic Financial Partners sold 431 Meta Platforms (Facebook) shares in Q2 2026, an estimated $264K.
  • Meta Platforms (Facebook) made up 0.51% of Holistic Financial Partners's portfolio in Q2 2026, its #40 holding.
  • Holistic Financial Partners first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 27 quarters since.
  • Holistic Financial Partners's Meta Platforms (Facebook) position peaked at $1.19M in Q4 2025.
  • 1,795 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.