McElhenny Sheffield Capital Management’s Meta Platforms (Facebook) META Stock Holding History

McElhenny Sheffield Capital 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	$475K	Buy	844 +81	+11%	+$49.5K	0.12%	38
2026 Q1	$437K	Buy	763 +10	+1%	+$6.41K	0.11%	40
2025 Q4	$497K	Buy	753 +127	+20%	+$84.8K	0.12%	40
2025 Q3	$460K	Buy	+626	New	+$466K	0.11%	53
2025 Q1	–	Sell	-350	Closed	-$205K	–	110
2024 Q4	$205K	Buy	+350	New	+$205K	0.07%	101
2023 Q1	–	Sell	-132	Closed	-$15.9K	–	400
2022 Q4	$15.9K	Buy	+132	New	+$15.5K	0.01%	286

Other funds holding META

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

McElhenny Sheffield Capital Management's META Position: Q2 2026 in Review

McElhenny Sheffield Capital Management increased its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, buying an estimated $49.5K and bringing the position to 844 shares worth $475K. The position accounts for 0.12% of the portfolio, ranked #38.

McElhenny Sheffield Capital Management first reported a position in META in Q4 2022 and has held it in 6 quarters since. The position peaked at $497K in Q4 2025. 1,651 funds tracked by Wall St. Rank hold META as of Q2 2026.

McElhenny Sheffield Capital Management held 844 shares of Meta Platforms (Facebook) worth $475K as of Q2 2026.
McElhenny Sheffield Capital Management bought 81 Meta Platforms (Facebook) shares in Q2 2026, an estimated $49.5K.
Meta Platforms (Facebook) made up 0.12% of McElhenny Sheffield Capital Management's portfolio in Q2 2026, its #38 holding.
McElhenny Sheffield Capital Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 6 quarters since.
McElhenny Sheffield Capital Management's Meta Platforms (Facebook) position peaked at $497K in Q4 2025.
1,651 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on McElhenny Sheffield Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.