IWA
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IVC Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

IVC Wealth Advisors’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 		$2.65M Buy
4,710
+83
+2% +$50.8K 1.03% 19
2026
Q1 		$2.65M Buy
4,627
+57
+1% +$36.5K 1.15% 18
2025
Q4 		$3.02M Buy
4,570
+109
+2% +$72.8K 1.31% 16
2025
Q3 		$3.28M Buy
4,461
+109
+3% +$81.1K 1.46% 14
2025
Q2 		$3.21M Sell
4,352
-16
-0.4% -$9.89K 1.57% 15
2025
Q1 		$2.52M Buy
4,368
+23
+0.5% +$14.8K 1.35% 14
2024
Q4 		$2.54M Sell
4,345
-85
-2% -$49.9K 1.42% 14
2024
Q3 		$2.54M Sell
4,430
-1,543
-26% -$794K 1.39% 14
2024
Q2 		$3.01M Buy
5,973
+28
+0.5% +$13.6K 1.68% 10
2024
Q1 		$2.89M Sell
5,945
-65
-1% -$29K 1.67% 9
2023
Q4 		$2.13M Buy
6,010
+164
+3% +$53.4K 1.32% 14
2023
Q3 		$1.76M Sell
5,846
-44
-0.7% -$13.3K 1.17% 15
2023
Q2 		$1.69M Sell
5,890
-242
-4% -$59.7K 1.07% 18
2023
Q1 		$1.3M Sell
6,132
-5
-0.1% -$852 0.92% 25
2022
Q4 		$739K Buy
6,137
+15
+0.2% +$1.76K 0.54% 55
2022
Q3 		$831K Sell
6,122
-92
-1% -$14.9K 0.67% 41
2022
Q2 		$1M Buy
6,214
+28
+0.5% +$5.4K 0.78% 33
2022
Q1 		$1.38M Buy
6,186
+433
+8% +$108K 0.9% 23
2021
Q4 		$1.94M Sell
5,753
-284
-5% -$94.3K 1.25% 14
2021
Q3 		$2.05M Sell
6,037
-185
-3% -$66.6K 1.41% 11
2021
Q2 		$2.16M Sell
6,222
-3
-0% -$962 1.52% 9
2021
Q1 		$1.83M Sell
6,225
-546
-8% -$147K 1.44% 14
2020
Q4 		$1.85M Buy
+6,771
New +$1.86M 1.77% 9

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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)
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

IVC Wealth Advisors's META Position: Q2 2026 in Review

IVC Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.8% in Q2 2026, buying an estimated $50.8K and bringing the position to 4,710 shares worth $2.65M. The position accounts for 1.03% of the portfolio, ranked #19.

IVC Wealth Advisors first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.28M in Q3 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • IVC Wealth Advisors held 4,710 shares of Meta Platforms (Facebook) worth $2.65M as of Q2 2026.
  • IVC Wealth Advisors bought 83 Meta Platforms (Facebook) shares in Q2 2026, an estimated $50.8K.
  • Meta Platforms (Facebook) made up 1.03% of IVC Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • IVC Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • IVC Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.28M in Q3 2025.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.