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

Instrumental 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	$809K	Sell	1,436 -14	-1%	-$8.56K	0.41%	29
2026 Q1	$830K	Buy	1,450 +64	+5%	+$41K	0.51%	23
2025 Q4	$911K	Buy	1,386 +35	+3%	+$23.4K	0.55%	20
2025 Q3	$900K	Buy	1,351 +163	+14%	+$121K	0.63%	20
2025 Q2	$844K	Sell	1,188 -79	-6%	-$48.8K	0.67%	20
2025 Q1	$693K	Buy	1,267 +77	+6%	+$49.7K	0.63%	21
2024 Q4	$813K	Buy	1,190 +128	+12%	+$75.1K	0.77%	17
2024 Q3	$627K	Buy	1,062 +38	+4%	+$19.6K	0.61%	20
2024 Q2	$464K	Sell	1,024 -27	-3%	-$13.1K	0.48%	23
2024 Q1	$504K	Buy	1,051 +125	+13%	+$55.8K	0.22%	23
2023 Q4	$362K	Sell	926 -64	-6%	-$20.8K	0.39%	25
2023 Q3	$321K	Buy	990 +215	+28%	+$64.8K	0.37%	23
2023 Q2	$240K	Buy	+775	New	+$191K	0.29%	27

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Instrumental Wealth's META Position: Q2 2026 in Review

Instrumental Wealth reduced its Meta Platforms (Facebook) (META) stake by 0.97% in Q2 2026, selling an estimated $8.56K and leaving 1,436 shares worth $809K. The position accounts for 0.41% of the portfolio, ranked #29.

Instrumental Wealth first reported a position in META in Q2 2023 and has held it in 13 quarters since. The position peaked at $911K in Q4 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

Instrumental Wealth held 1,436 shares of Meta Platforms (Facebook) worth $809K as of Q2 2026.
Instrumental Wealth sold 14 Meta Platforms (Facebook) shares in Q2 2026, an estimated $8.56K.
Meta Platforms (Facebook) made up 0.41% of Instrumental Wealth's portfolio in Q2 2026, its #29 holding.
Instrumental Wealth first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 13 quarters since.
Instrumental Wealth's Meta Platforms (Facebook) position peaked at $911K in Q4 2025.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.