Marotta Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Marotta Asset Management’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	$1.57M	Buy	2,556 +21	+0.8%	+$12.8K	0.26%	50
2026 Q1	$1.47M	Hold	2,535	–	–	0.27%	51
2025 Q4	$1.67M	Sell	2,535 -299	-11%	-$200K	0.31%	51
2025 Q3	$2.03M	Hold	2,834	–	–	0.38%	47
2025 Q2	$2.09M	Sell	2,834 -1,535	-35%	-$949K	0.42%	46
2025 Q1	$2.5M	Hold	4,369	–	–	0.49%	40
2024 Q4	$2.62M	Hold	4,369	–	–	0.55%	40
2024 Q3	$2.5M	Sell	4,369 -30	-0.7%	-$15.4K	0.49%	40
2024 Q2	$2.22M	Buy	4,399 +38	+0.9%	+$18.5K	0.46%	44
2024 Q1	$2.12M	Sell	4,361 -125	-3%	-$55.8K	0.44%	42
2023 Q4	$1.59M	Sell	4,486 -372	-8%	-$121K	0.34%	47
2023 Q3	$1.46M	Sell	4,858 -11	-0.2%	-$3.31K	0.34%	44
2023 Q2	$1.4M	Buy	+4,869	New	+$1.2M	0.31%	45
2022 Q4	$893K	Buy	7,419 +379	+5%	+$44.5K	0.21%	52
2022 Q3	$901K	Sell	7,040 -16	-0.2%	-$2.59K	0.24%	48
2022 Q2	$1.07M	Buy	+7,056	New	+$1.36M	0.26%	45

Other funds holding META

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Marotta Asset Management's META Position: Q2 2026 in Review

Marotta Asset Management increased its Meta Platforms (Facebook) (META) stake by 0.83% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,556 shares worth $1.57M. The position accounts for 0.26% of the portfolio, ranked #50.

Marotta Asset Management first reported a position in META in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.62M in Q4 2024. 2,524 funds tracked by Wall St. Rank hold META as of Q2 2026.

Marotta Asset Management held 2,556 shares of Meta Platforms (Facebook) worth $1.57M as of Q2 2026.
Marotta Asset Management bought 21 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.8K.
Meta Platforms (Facebook) made up 0.26% of Marotta Asset Management's portfolio in Q2 2026, its #50 holding.
Marotta Asset Management first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 16 quarters since.
Marotta Asset Management's Meta Platforms (Facebook) position peaked at $2.62M in Q4 2024.
2,524 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.