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

Madrona Financial Services’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 		$563K Sell
999
-84
-8% -$51.4K 0.1% 74
2026
Q1 		$619K Sell
1,083
-56
-5% -$35.9K 0.14% 61
2025
Q4 		$752K Sell
1,139
-25
-2% -$16.7K 0.16% 53
2025
Q3 		$855K Sell
1,164
-58
-5% -$43.2K 0.19% 45
2025
Q2 		$902K Sell
1,222
-151
-11% -$93.3K 0.22% 43
2025
Q1 		$792K Buy
1,373
+477
+53% +$308K 0.22% 43
2024
Q4 		$525K Sell
896
-129
-13% -$75.7K 0.14% 53
2024
Q3 		$587K Sell
1,025
-5
-0.5% -$2.57K 0.16% 50
2024
Q2 		$519K Buy
1,030
+7
+0.7% +$3.4K 0.16% 51
2024
Q1 		$497K Buy
1,023
+35
+4% +$15.6K 0.17% 50
2023
Q4 		$350K Buy
988
+6
+0.6% +$1.95K 0.14% 57
2023
Q3 		$295K Sell
982
-7
-0.7% -$2.11K 0.13% 73
2023
Q2 		$284K Sell
989
-41
-4% -$10.1K 0.14% 77
2023
Q1 		$218K Buy
+1,030
New +$175K 0.12% 82
2022
Q2 		– Sell
-1,104
Closed -$246K – 81
2022
Q1 		$246K Sell
1,104
-36
-3% -$9K 0.12% 70
2021
Q4 		$383K Sell
1,140
-122
-10% -$40.5K 0.16% 51
2021
Q3 		$428K Sell
1,262
-4
-0.3% -$1.44K 0.2% 44
2021
Q2 		$440K Hold
1,266
– – 0.23% 38
2021
Q1 		$373K Buy
1,266
+181
+17% +$48.7K 0.19% 43
2020
Q4 		$296K Buy
1,085
+265
+32% +$72.6K 0.17% 44
2020
Q3 		$215K Buy
+820
New +$211K 0.13% 47

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

Madrona Financial Services's META Position: Q2 2026 in Review

Madrona Financial Services reduced its Meta Platforms (Facebook) (META) stake by 7.8% in Q2 2026, selling an estimated $51.4K and leaving 999 shares worth $563K. The position accounts for 0.1% of the portfolio, ranked #74.

Madrona Financial Services first reported a position in META in Q3 2020 and has held it in 21 quarters since. The position peaked at $902K in Q2 2025. 1,549 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Madrona Financial Services held 999 shares of Meta Platforms (Facebook) worth $563K as of Q2 2026.
  • Madrona Financial Services sold 84 Meta Platforms (Facebook) shares in Q2 2026, an estimated $51.4K.
  • Meta Platforms (Facebook) made up 0.1% of Madrona Financial Services's portfolio in Q2 2026, its #74 holding.
  • Madrona Financial Services first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 21 quarters since.
  • Madrona Financial Services's Meta Platforms (Facebook) position peaked at $902K in Q2 2025.
  • 1,549 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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