IWN
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Independent Wealth Network’s Meta Platforms (Facebook) META Stock Holding History

Independent Wealth Network’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 		$1.95M Buy
3,464
+244
+8% +$149K 0.5% 44
2026
Q1 		$1.84M Buy
3,220
+14
+0.4% +$8.97K 0.55% 41
2025
Q4 		$2.12M Sell
3,206
-27
-0.8% -$18K 0.65% 35
2025
Q3 		$2.37M Buy
3,233
+44
+1% +$32.7K 0.76% 30
2025
Q2 		$2.35M Buy
3,189
+56
+2% +$34.6K 0.86% 29
2025
Q1 		$1.81M Sell
3,133
-75
-2% -$48.4K 0.72% 37
2024
Q4 		$1.88M Buy
3,208
+131
+4% +$76.9K 0.76% 33
2024
Q3 		$1.76M Buy
3,077
+37
+1% +$19K 0.78% 33
2024
Q2 		$1.53M Sell
3,040
-15
-0.5% -$7.29K 0.71% 36
2024
Q1 		$1.48M Sell
3,055
-1
-0% -$446 0.7% 35
2023
Q4 		$1.08M Buy
3,056
+173
+6% +$56.3K 0.57% 42
2023
Q3 		$866K Buy
2,883
+144
+5% +$43.4K 0.53% 46
2023
Q2 		$786K Buy
2,739
+9
+0.3% +$2.22K 0.47% 53
2023
Q1 		$579K Buy
2,730
+255
+10% +$43.4K 0.37% 62
2022
Q4 		$298K Sell
2,475
-483
-16% -$56.7K 0.2% 127
2022
Q3 		$401K Sell
2,958
-1
-0% -$162 0.31% 80
2022
Q2 		$477K Sell
2,959
-18
-0.6% -$3.47K 0.34% 71
2022
Q1 		$662K Sell
2,977
-125
-4% -$31.2K 0.42% 62
2021
Q4 		$1.04M Buy
3,102
+56
+2% +$18.6K 0.64% 37
2021
Q3 		$1.01M Buy
+3,046
New +$1.1M 0.66% 36

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

Independent Wealth Network's META Position: Q2 2026 in Review

Independent Wealth Network increased its Meta Platforms (Facebook) (META) stake by 7.6% in Q2 2026, buying an estimated $149K and bringing the position to 3,464 shares worth $1.95M. The position accounts for 0.5% of the portfolio, ranked #44.

Independent Wealth Network first reported a position in META in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.37M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Independent Wealth Network held 3,464 shares of Meta Platforms (Facebook) worth $1.95M as of Q2 2026.
  • Independent Wealth Network bought 244 Meta Platforms (Facebook) shares in Q2 2026, an estimated $149K.
  • Meta Platforms (Facebook) made up 0.5% of Independent Wealth Network's portfolio in Q2 2026, its #44 holding.
  • Independent Wealth Network first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's Meta Platforms (Facebook) position peaked at $2.37M in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.