Marshall & Sterling Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Marshall & Sterling 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	$34.7K	Sell	62 -685	-92%	-$419K	0.02%	177
2026 Q1	$427K	Buy	747 +44	+6%	+$28.2K	0.28%	70
2025 Q4	$464K	Sell	703 -288	-29%	-$192K	0.31%	61
2025 Q3	$714K	Buy	991 +708	+250%	+$527K	0.46%	38
2025 Q2	$206K	Buy	283 +4	+1%	+$2.47K	0.14%	81
2025 Q1	$161K	Buy	279 +202	+262%	+$130K	0.11%	93
2024 Q4	$44.6K	Buy	+77	New	+$45.2K	0.03%	136

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's META Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 92% in Q2 2026, selling an estimated $419K and leaving 62 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #177.

Marshall & Sterling Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $714K in Q3 2025. 1,299 funds tracked by Wall St. Rank hold META as of Q2 2026.

Marshall & Sterling Wealth Advisors held 62 shares of Meta Platforms (Facebook) worth $34.7K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 685 Meta Platforms (Facebook) shares in Q2 2026, an estimated $419K.
Meta Platforms (Facebook) made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #177 holding.
Marshall & Sterling Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Meta Platforms (Facebook) position peaked at $714K in Q3 2025.
1,299 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.