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

Investment Advisory Services’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 		$691K Sell
1,227
-37
-3% -$22.6K 0.2% 71
2026
Q1 		$723K Buy
1,264
+61
+5% +$39.1K 0.23% 66
2025
Q4 		$794K Sell
1,203
-126
-9% -$84.1K 0.25% 64
2025
Q3 		$976K Buy
1,329
+115
+9% +$85.6K 0.31% 57
2025
Q2 		$896K Buy
1,214
+75
+7% +$46.3K 0.3% 60
2025
Q1 		$657K Sell
1,139
-1
-0.1% -$645 0.24% 65
2024
Q4 		$668K Buy
1,140
+115
+11% +$67.5K 0.24% 65
2024
Q3 		$587K Buy
1,025
+34
+3% +$17.5K 0.21% 72
2024
Q2 		$500K Buy
991
+74
+8% +$36K 0.18% 80
2024
Q1 		$445K Buy
917
+220
+32% +$98.1K 0.16% 84
2023
Q4 		$247K Buy
+697
New +$227K 0.1% 101
2022
Q3 		– Sell
-1,469
Closed -$237K – 95
2022
Q2 		$237K Buy
1,469
+300
+26% +$57.9K 0.14% 91
2022
Q1 		$260K Hold
1,169
– – 0.15% 89
2021
Q4 		$393K Sell
1,169
-200
-15% -$66.4K 0.21% 78
2021
Q3 		$465K Sell
1,369
-60
-4% -$21.6K 0.28% 72
2021
Q2 		$497K Buy
+1,429
New +$458K 0.31% 68
2020
Q4 		$378K Sell
1,385
-50
-3% -$13.7K 0.26% 73
2020
Q3 		$376K Hold
1,435
– – 0.3% 65
2020
Q2 		$326K Hold
1,435
– – 0.28% 67
2020
Q1 		$239K Buy
1,435
+250
+21% +$48.9K 0.26% 60
2019
Q4 		$243K Buy
+1,185
New +$230K 0.22% 64

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Investment Advisory Services's META Position: Q2 2026 in Review

Investment Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 2.9% in Q2 2026, selling an estimated $22.6K and leaving 1,227 shares worth $691K. The position accounts for 0.2% of the portfolio, ranked #71.

Investment Advisory Services first reported a position in META in Q4 2019 and has held it in 21 quarters since. The position peaked at $976K in Q3 2025. 2,020 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Investment Advisory Services held 1,227 shares of Meta Platforms (Facebook) worth $691K as of Q2 2026.
  • Investment Advisory Services sold 37 Meta Platforms (Facebook) shares in Q2 2026, an estimated $22.6K.
  • Meta Platforms (Facebook) made up 0.2% of Investment Advisory Services's portfolio in Q2 2026, its #71 holding.
  • Investment Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 21 quarters since.
  • Investment Advisory Services's Meta Platforms (Facebook) position peaked at $976K in Q3 2025.
  • 2,020 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.