Insight Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History

Insight Wealth Strategies’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	$653K	Sell	1,065 -91	-8%	-$55.6K	0.06%	116
2026 Q1	$661K	Sell	1,156 -181	-14%	-$116K	0.07%	119
2025 Q4	$883K	Sell	1,337 -5,808	-81%	-$3.88M	0.1%	110
2025 Q3	$5.25M	Buy	7,145 +240	+3%	+$179K	0.62%	45
2025 Q2	$4.97M	Buy	6,905 +729	+12%	+$450K	0.63%	39
2025 Q1	$3.56M	Buy	6,176 +5,109	+479%	+$3.3M	0.48%	65
2024 Q4	$625K	Buy	1,067 +17	+2%	+$9.98K	0.08%	113
2024 Q3	$601K	Buy	1,050 +1	+0.1%	+$515	0.08%	124
2024 Q2	$529K	Buy	1,049 +101	+11%	+$49.1K	0.08%	129
2024 Q1	$460K	Sell	948 -32	-3%	-$14.3K	0.07%	136
2023 Q4	$347K	Buy	980 +89	+10%	+$29K	0.06%	141
2023 Q3	$267K	Sell	891 -7	-0.8%	-$2.11K	0.05%	133
2023 Q2	$258K	Buy	+898	New	+$222K	0.05%	128
2022 Q2	–	Sell	-1,009	Closed	-$224K	–	157
2022 Q1	$224K	Buy	1,009 +89	+10%	+$22.2K	0.03%	149
2021 Q4	$309K	Sell	920 -4	-0.4%	-$1.33K	0.04%	134
2021 Q3	$314K	Buy	924 +42	+5%	+$15.1K	0.04%	158
2021 Q2	$307K	Sell	882 -2,172	-71%	-$697K	0.04%	159
2021 Q1	$899K	Sell	3,054 -21	-0.7%	-$5.65K	0.12%	111
2020 Q4	$840K	Buy	3,075 +285	+10%	+$78.1K	0.14%	85
2020 Q3	$731K	Sell	2,790 -5,163	-65%	-$1.33M	0.14%	71
2020 Q2	$1.81M	Buy	7,953 +1,687	+27%	+$352K	0.4%	29
2020 Q1	$1.04M	Sell	6,266 -8,343	-57%	-$1.63M	0.28%	35
2019 Q4	$3M	Buy	14,609 +563	+4%	+$109K	0.63%	26
2019 Q3	$2.5M	Buy	14,046 +1,802	+15%	+$343K	0.59%	29
2019 Q2	$2.36M	Buy	12,244 +10,835	+769%	+$1.98M	0.58%	27
2019 Q1	$235K	Sell	1,409 -480	-25%	-$76.3K	0.07%	126
2018 Q4	$248K	Buy	+1,889	New	+$274K	0.08%	123

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Insight Wealth Strategies's META Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Meta Platforms (Facebook) (META) stake by 7.9% in Q2 2026, selling an estimated $55.6K and leaving 1,065 shares worth $653K. The position accounts for 0.06% of the portfolio, ranked #116.

Insight Wealth Strategies first reported a position in META in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.25M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold META as of Q2 2026.

Insight Wealth Strategies held 1,065 shares of Meta Platforms (Facebook) worth $653K as of Q2 2026.
Insight Wealth Strategies sold 91 Meta Platforms (Facebook) shares in Q2 2026, an estimated $55.6K.
Meta Platforms (Facebook) made up 0.06% of Insight Wealth Strategies's portfolio in Q2 2026, its #116 holding.
Insight Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 27 quarters since.
Insight Wealth Strategies's Meta Platforms (Facebook) position peaked at $5.25M in Q3 2025.
2,138 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.