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IMZ Advisory’s Meta Platforms (Facebook) META Stock Holding History

IMZ Advisory’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 		$525K Sell
932
-7
-0.7% -$4.28K 0.17% 25
2026
Q1 		$537K Sell
939
-20
-2% -$12.8K 0.2% 22
2025
Q4 		$633K Buy
959
+24
+3% +$16K 0.23% 22
2025
Q3 		$687K Buy
935
+33
+4% +$24.6K 0.26% 21
2025
Q2 		$636K Buy
902
+164
+22% +$101K 0.25% 21
2025
Q1 		$425K Buy
738
+1
+0.1% +$645 0.19% 24
2024
Q4 		$432K Buy
737
+1
+0.1% +$587 0.2% 24
2024
Q3 		$439K Hold
736
– – 0.2% 24
2024
Q2 		$371K Sell
736
-20
-3% -$9.72K 0.19% 23
2024
Q1 		$367K Sell
756
-370
-33% -$165K 0.19% 24
2023
Q4 		$533K Buy
+1,126
New +$367K 0.29% 23

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

IMZ Advisory's META Position: Q2 2026 in Review

IMZ Advisory reduced its Meta Platforms (Facebook) (META) stake by 0.75% in Q2 2026, selling an estimated $4.28K and leaving 932 shares worth $525K. The position accounts for 0.17% of the portfolio, ranked #25.

IMZ Advisory first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $687K in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • IMZ Advisory held 932 shares of Meta Platforms (Facebook) worth $525K as of Q2 2026.
  • IMZ Advisory sold 7 Meta Platforms (Facebook) shares in Q2 2026, an estimated $4.28K.
  • Meta Platforms (Facebook) made up 0.17% of IMZ Advisory's portfolio in Q2 2026, its #25 holding.
  • IMZ Advisory first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • IMZ Advisory's Meta Platforms (Facebook) position peaked at $687K in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on IMZ Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.