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

Intergy Private 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	$801K	Buy	1,423 +90	+7%	+$55K	0.19%	63
2026 Q1	$762K	Buy	1,333 +46	+4%	+$29.5K	0.22%	57
2025 Q4	$849K	Sell	1,287 -84	-6%	-$56.1K	0.26%	53
2025 Q3	$1.01M	Buy	1,371 +28	+2%	+$20.8K	0.31%	47
2025 Q2	$992K	Buy	1,343 +97	+8%	+$59.9K	0.34%	43
2025 Q1	$718K	Sell	1,246 -906	-42%	-$585K	0.27%	53
2024 Q4	$1.26M	Buy	2,152 +27	+1%	+$15.8K	0.47%	32
2024 Q3	$1.22M	Buy	2,125 +78	+4%	+$40.1K	0.46%	33
2024 Q2	$1.03M	Buy	2,047 +53	+3%	+$25.8K	0.43%	38
2024 Q1	$968K	Buy	1,994 +11	+0.6%	+$4.91K	0.4%	40
2023 Q4	$702K	Sell	1,983 -25	-1%	-$8.14K	0.3%	47
2023 Q3	$603K	Sell	2,008 -106	-5%	-$31.9K	0.3%	47
2023 Q2	$607K	Buy	2,114 +121	+6%	+$29.9K	0.3%	48
2023 Q1	$422K	Buy	+1,993	New	+$339K	0.24%	50

Other funds holding META

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Intergy Private Wealth's META Position: Q2 2026 in Review

Intergy Private Wealth increased its Meta Platforms (Facebook) (META) stake by 6.8% in Q2 2026, buying an estimated $55K and bringing the position to 1,423 shares worth $801K. The position accounts for 0.19% of the portfolio, ranked #63.

Intergy Private Wealth first reported a position in META in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.26M in Q4 2024. 1,145 funds tracked by Wall St. Rank hold META as of Q2 2026.

Intergy Private Wealth held 1,423 shares of Meta Platforms (Facebook) worth $801K as of Q2 2026.
Intergy Private Wealth bought 90 Meta Platforms (Facebook) shares in Q2 2026, an estimated $55K.
Meta Platforms (Facebook) made up 0.19% of Intergy Private Wealth's portfolio in Q2 2026, its #63 holding.
Intergy Private Wealth first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
Intergy Private Wealth's Meta Platforms (Facebook) position peaked at $1.26M in Q4 2024.
1,145 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.