IPW
META icon

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

Invictus 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 		$4.05M Buy
7,187
+4,875
+211% +$2.98M 0.22% 29
2026
Q1 		$1.32M Buy
2,312
+72
+3% +$46.1K 0.08% 34
2025
Q4 		$1.48M Buy
2,240
+76
+4% +$50.8K 0.09% 34
2025
Q3 		$1.59M Sell
2,164
-38
-2% -$28.3K 0.1% 37
2025
Q2 		$1.63M Buy
2,202
+35
+2% +$21.6K 0.11% 34
2025
Q1 		$1.25M Sell
2,167
-6
-0.3% -$3.87K 0.1% 36
2024
Q4 		$1.27M Buy
2,173
+901
+71% +$529K 0.1% 34
2024
Q3 		$728K Buy
1,272
+44
+4% +$22.6K 0.06% 41
2024
Q2 		$619K Sell
1,228
-22
-2% -$10.7K 0.05% 46
2024
Q1 		$607K Sell
1,250
-37
-3% -$16.5K 0.05% 46
2023
Q4 		$456K Sell
1,287
-13
-1% -$4.23K 0.04% 55
2023
Q3 		$390K Hold
1,300
– – 0.04% 62
2023
Q2 		$373K Sell
1,300
-130
-9% -$32.1K 0.04% 67
2023
Q1 		$303K Buy
+1,430
New +$244K 0.04% 73

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Invictus Private Wealth increased its Meta Platforms (Facebook) (META) stake by 211% in Q2 2026, buying an estimated $2.98M and bringing the position to 7,187 shares worth $4.05M. The position accounts for 0.22% of the portfolio, ranked #29.

Invictus Private Wealth first reported a position in META in Q1 2023 and has held it in 14 quarters since. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Invictus Private Wealth held 7,187 shares of Meta Platforms (Facebook) worth $4.05M as of Q2 2026.
  • Invictus Private Wealth bought 4,875 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.98M.
  • Meta Platforms (Facebook) made up 0.22% of Invictus Private Wealth's portfolio in Q2 2026, its #29 holding.
  • Invictus Private Wealth first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.