JF
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Joule Financial’s Meta Platforms (Facebook) META Stock Holding History

Joule Financial’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 		$222K Sell
394
-14
-3% -$8.56K 0.06% 106
2026
Q1 		$234K Sell
408
-21
-5% -$13.5K 0.07% 105
2025
Q4 		$284K Sell
429
-269
-39% -$180K 0.08% 89
2025
Q3 		$513K Sell
698
-12
-2% -$8.93K 0.15% 62
2025
Q2 		$524K Sell
710
-47
-6% -$29K 0.17% 62
2025
Q1 		$437K Buy
757
+15
+2% +$9.68K 0.15% 64
2024
Q4 		$435K Sell
742
-49
-6% -$28.8K 0.15% 63
2024
Q3 		$453K Sell
791
-84
-10% -$43.2K 0.16% 65
2024
Q2 		$441K Sell
875
-67
-7% -$32.6K 0.18% 63
2024
Q1 		$457K Buy
942
+15
+2% +$6.69K 0.19% 58
2023
Q4 		$328K Sell
927
-37
-4% -$12K 0.15% 77
2023
Q3 		$289K Buy
964
+8
+0.8% +$2.41K 0.15% 81
2023
Q2 		$274K Sell
956
-106
-10% -$26.2K 0.14% 81
2023
Q1 		$225K Buy
+1,062
New +$181K 0.12% 93
2022
Q4 		– Sell
-4,141
Closed -$562K – 104
2022
Q3 		$562K Buy
4,141
+458
+12% +$74.2K 0.42% 41
2022
Q2 		$594K Buy
+3,683
New +$711K 0.46% 35

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

Joule Financial's META Position: Q2 2026 in Review

Joule Financial reduced its Meta Platforms (Facebook) (META) stake by 3.4% in Q2 2026, selling an estimated $8.56K and leaving 394 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #106.

Joule Financial first reported a position in META in Q2 2022 and has held it in 16 quarters since. The position peaked at $594K in Q2 2022. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Joule Financial held 394 shares of Meta Platforms (Facebook) worth $222K as of Q2 2026.
  • Joule Financial sold 14 Meta Platforms (Facebook) shares in Q2 2026, an estimated $8.56K.
  • Meta Platforms (Facebook) made up 0.06% of Joule Financial's portfolio in Q2 2026, its #106 holding.
  • Joule Financial first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 16 quarters since.
  • Joule Financial's Meta Platforms (Facebook) position peaked at $594K in Q2 2022.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.