Holos Integrated Wealth’s Meta Platforms (Facebook) META Stock Holding History

Holos Integrated Wealth’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	$290K	Hold	471	–	–	0.14%	65
2026 Q1	$271K	Buy	471 +79	+20%	+$50.6K	0.14%	67
2025 Q4	$255K	Hold	392	–	–	0.14%	58
2025 Q3	$276K	Hold	392	–	–	0.16%	51
2025 Q2	$302K	Hold	392	–	–	0.18%	46
2025 Q1	$226K	Hold	392	–	–	0.15%	58
2024 Q4	$230K	Buy	+392	New	+$230K	0.16%	52

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Holos Integrated Wealth's META Position: Q2 2026 in Review

Holos Integrated Wealth held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 471 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #65.

Holos Integrated Wealth first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $302K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

Holos Integrated Wealth held 471 shares of Meta Platforms (Facebook) worth $290K as of Q2 2026.
Holos Integrated Wealth left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.14% of Holos Integrated Wealth's portfolio in Q2 2026, its #65 holding.
Holos Integrated Wealth first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's Meta Platforms (Facebook) position peaked at $302K in Q2 2025.
1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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