LifeGuide Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

LifeGuide Financial 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	$277K	Buy	492 +19	+4%	+$11.6K	0.08%	40
2026 Q1	$271K	Buy	473 +58	+14%	+$37.2K	0.09%	38
2025 Q4	$270K	Hold	415	–	–	0.09%	40
2025 Q3	$298K	Hold	415	–	–	0.11%	43
2025 Q2	$306K	Sell	415 -54	-12%	-$33.4K	0.11%	42
2025 Q1	$270K	Buy	469 +54	+13%	+$34.8K	0.11%	36
2024 Q4	$243K	Sell	415 -9	-2%	-$5.28K	0.1%	38
2024 Q3	$243K	Sell	424 -104	-20%	-$53.5K	0.1%	40
2024 Q2	$266K	Buy	528 +103	+24%	+$50.1K	0.13%	37
2024 Q1	$206K	Buy	+425	New	+$190K	0.1%	39

Other funds holding META

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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) 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

LifeGuide Financial Advisors's META Position: Q2 2026 in Review

LifeGuide Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 4% in Q2 2026, buying an estimated $11.6K and bringing the position to 492 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #40.

LifeGuide Financial Advisors first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $306K in Q2 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

LifeGuide Financial Advisors held 492 shares of Meta Platforms (Facebook) worth $277K as of Q2 2026.
LifeGuide Financial Advisors bought 19 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11.6K.
Meta Platforms (Facebook) made up 0.08% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #40 holding.
LifeGuide Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
LifeGuide Financial Advisors's Meta Platforms (Facebook) position peaked at $306K in Q2 2025.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.