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

LifeSteps 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 		$578K Sell
1,027
-2
-0.2% -$1.22K 0.27% 56
2026
Q1 		$589K Sell
1,029
-18
-2% -$11.5K 0.37% 45
2025
Q4 		$691K Buy
1,047
+133
+15% +$88.8K 0.44% 39
2025
Q3 		$671K Sell
914
-74
-7% -$55.1K 0.43% 40
2025
Q2 		$729K Sell
988
-81
-8% -$50.1K 0.5% 32
2025
Q1 		$616K Buy
1,069
+39
+4% +$25.2K 0.5% 38
2024
Q4 		$603K Buy
1,030
+100
+11% +$58.7K 0.46% 41
2024
Q3 		$532K Buy
930
+30
+3% +$15.4K 0.42% 47
2024
Q2 		$454K Buy
900
+70
+8% +$34K 0.37% 50
2024
Q1 		$403K Hold
830
– – 0.3% 52
2023
Q4 		$294K Buy
830
+48
+6% +$15.6K 0.26% 62
2023
Q3 		$235K Buy
782
+25
+3% +$7.53K 0.24% 64
2023
Q2 		$217K Buy
+757
New +$187K 0.21% 65
2022
Q3 		– Sell
-1,482
Closed -$239K – 76
2022
Q2 		$239K Buy
1,482
+50
+3% +$9.65K 0.25% 65
2022
Q1 		$318K Sell
1,432
-70
-5% -$17.5K 0.24% 64
2021
Q4 		$505K Buy
1,502
+260
+21% +$86.3K 0.36% 45
2021
Q3 		$422K Buy
1,242
+22
+2% +$7.92K 0.32% 50
2021
Q2 		$424K Sell
1,220
-12
-1% -$3.85K 0.33% 48
2021
Q1 		$363K Sell
1,232
-40
-3% -$10.8K 0.3% 51
2020
Q4 		$347K Sell
1,272
-60
-5% -$16.4K 0.32% 50
2020
Q3 		$349K Sell
1,332
-385
-22% -$99.3K 0.37% 47
2020
Q2 		$390K Sell
1,717
-42
-2% -$8.77K 0.45% 42
2020
Q1 		$293K Hold
1,759
– – 0.34% 55
2019
Q4 		$361K Buy
+1,759
New +$341K 0.34% 56

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

LifeSteps Financial's META Position: Q2 2026 in Review

LifeSteps Financial reduced its Meta Platforms (Facebook) (META) stake by 0.19% in Q2 2026, selling an estimated $1.22K and leaving 1,027 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #56.

LifeSteps Financial first reported a position in META in Q4 2019 and has held it in 24 quarters since. The position peaked at $729K in Q2 2025. 2,164 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • LifeSteps Financial held 1,027 shares of Meta Platforms (Facebook) worth $578K as of Q2 2026.
  • LifeSteps Financial sold 2 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.22K.
  • Meta Platforms (Facebook) made up 0.27% of LifeSteps Financial's portfolio in Q2 2026, its #56 holding.
  • LifeSteps Financial first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 24 quarters since.
  • LifeSteps Financial's Meta Platforms (Facebook) position peaked at $729K in Q2 2025.
  • 2,164 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.