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

Kellett 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	$287K	Buy	510 +58	+13%	+$35.5K	0.13%	75
2026 Q1	$259K	Hold	452	–	–	0.14%	68
2025 Q4	$298K	Buy	452 +15	+3%	+$10K	0.17%	61
2025 Q3	$321K	Buy	437 +3	+0.7%	+$2.23K	0.19%	54
2025 Q2	$320K	Buy	+434	New	+$268K	0.21%	49
2025 Q1	–	Sell	-703	Closed	-$412K	–	77
2024 Q4	$412K	Buy	+703	New	+$413K	0.28%	37

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Kellett Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, buying an estimated $35.5K and bringing the position to 510 shares worth $287K. The position accounts for 0.13% of the portfolio, ranked #75.

Kellett Wealth Advisors first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $412K in Q4 2024. 1,795 funds tracked by Wall St. Rank hold META as of Q2 2026.

Kellett Wealth Advisors held 510 shares of Meta Platforms (Facebook) worth $287K as of Q2 2026.
Kellett Wealth Advisors bought 58 Meta Platforms (Facebook) shares in Q2 2026, an estimated $35.5K.
Meta Platforms (Facebook) made up 0.13% of Kellett Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Kellett Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
Kellett Wealth Advisors's Meta Platforms (Facebook) position peaked at $412K in Q4 2024.
1,795 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.