JWM
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JDH Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

JDH Wealth Management’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 		$338K Sell
600
-35
-6% -$21.4K 0.21% 44
2026
Q1 		$363K Buy
635
+84
+15% +$53.8K 0.25% 40
2025
Q4 		$364K Buy
551
+48
+10% +$32.1K 0.25% 39
2025
Q3 		$369K Hold
503
– – 0.26% 37
2025
Q2 		$371K Sell
503
-114
-18% -$70.4K 0.28% 36
2025
Q1 		$356K Buy
617
+98
+19% +$63.2K 0.31% 33
2024
Q4 		$304K Buy
+519
New +$305K 0.27% 36

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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

JDH Wealth Management's META Position: Q2 2026 in Review

JDH Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 5.5% in Q2 2026, selling an estimated $21.4K and leaving 600 shares worth $338K. The position accounts for 0.21% of the portfolio, ranked #44.

JDH Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $371K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • JDH Wealth Management held 600 shares of Meta Platforms (Facebook) worth $338K as of Q2 2026.
  • JDH Wealth Management sold 35 Meta Platforms (Facebook) shares in Q2 2026, an estimated $21.4K.
  • Meta Platforms (Facebook) made up 0.21% of JDH Wealth Management's portfolio in Q2 2026, its #44 holding.
  • JDH Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • JDH Wealth Management's Meta Platforms (Facebook) position peaked at $371K in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.