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

LifeGoal 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	$695K	Sell	1,234 -82	-6%	-$50.1K	0.32%	44
2026 Q1	$762K	Buy	1,316 +77	+6%	+$49.3K	0.44%	39
2025 Q4	$818K	Buy	1,239 +455	+58%	+$304K	0.55%	34
2025 Q3	$576K	Sell	784 -37	-5%	-$27.5K	0.48%	41
2025 Q2	$606K	Buy	821 +45	+6%	+$27.8K	0.58%	36
2025 Q1	$447K	Sell	776 -104	-12%	-$67.1K	0.48%	42
2024 Q4	$515K	Buy	+880	New	+$517K	0.56%	38

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

LifeGoal Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 6.2% in Q2 2026, selling an estimated $50.1K and leaving 1,234 shares worth $695K. The position accounts for 0.32% of the portfolio, ranked #44.

LifeGoal Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $818K in Q4 2025. 2,380 funds tracked by Wall St. Rank hold META as of Q2 2026.

LifeGoal Wealth Advisors held 1,234 shares of Meta Platforms (Facebook) worth $695K as of Q2 2026.
LifeGoal Wealth Advisors sold 82 Meta Platforms (Facebook) shares in Q2 2026, an estimated $50.1K.
Meta Platforms (Facebook) made up 0.32% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #44 holding.
LifeGoal Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's Meta Platforms (Facebook) position peaked at $818K in Q4 2025.
2,380 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.