MWM
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McNaughton Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

McNaughton Wealth 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 		$1.87M Buy
3,313
+474
+17% +$290K 0.66% 44
2026
Q1 		$1.62M Buy
2,839
+189
+7% +$121K 0.67% 42
2025
Q4 		$1.75M Buy
2,650
+402
+18% +$268K 0.72% 42
2025
Q3 		$1.65M Sell
2,248
-129
-5% -$96K 0.7% 43
2025
Q2 		$1.75M Buy
2,377
+118
+5% +$72.9K 0.78% 37
2025
Q1 		$1.3M Buy
2,259
+36
+2% +$23.2K 0.63% 44
2024
Q4 		$1.3M Sell
2,223
-3
-0.1% -$1.76K 0.63% 37
2024
Q3 		$1.27M Buy
2,226
+17
+0.8% +$8.75K 0.62% 36
2024
Q2 		$1.11M Sell
2,209
-154
-7% -$74.9K 0.59% 38
2024
Q1 		$1.15M Sell
2,363
-709
-23% -$316K 0.64% 37
2023
Q4 		$1.09M Sell
3,072
-490
-14% -$160K 0.64% 33
2023
Q3 		$1.07M Sell
3,562
-112
-3% -$33.7K 0.71% 31
2023
Q2 		$1.05M Sell
3,674
-60
-2% -$14.8K 0.67% 38
2023
Q1 		$791K Sell
3,734
-55
-1% -$9.37K 0.53% 34
2022
Q4 		$456K Buy
3,789
+648
+21% +$76.1K 0.31% 43
2022
Q3 		$426K Buy
3,141
+451
+17% +$73.1K 0.31% 44
2022
Q2 		$434K Buy
2,690
+1,165
+76% +$225K 0.31% 44
2022
Q1 		$339K Buy
1,525
+328
+27% +$82K 0.22% 42
2021
Q4 		$397K Buy
1,197
+129
+12% +$42.8K 0.26% 43
2021
Q3 		$362K Buy
1,068
+20
+2% +$7.2K 0.26% 38
2021
Q2 		$364K Buy
1,048
+29
+3% +$9.3K 0.26% 38
2021
Q1 		$300K Buy
1,019
+66
+7% +$17.8K 0.23% 40
2020
Q4 		$260K Sell
953
-8
-0.8% -$2.19K 0.21% 43
2020
Q3 		$252K Sell
961
-181
-16% -$46.7K 0.22% 41
2020
Q2 		$259K Sell
1,142
-91
-7% -$19K 0.24% 42
2020
Q1 		$206K Buy
1,233
+130
+12% +$25.5K 0.22% 44
2019
Q4 		$227K Buy
+1,103
New +$214K 0.21% 45

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

McNaughton Wealth Management's META Position: Q2 2026 in Review

McNaughton Wealth Management increased its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, buying an estimated $290K and bringing the position to 3,313 shares worth $1.87M. The position accounts for 0.66% of the portfolio, ranked #44.

McNaughton Wealth Management first reported a position in META in Q4 2019 and has held it in 27 quarters since. 2,242 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • McNaughton Wealth Management held 3,313 shares of Meta Platforms (Facebook) worth $1.87M as of Q2 2026.
  • McNaughton Wealth Management bought 474 Meta Platforms (Facebook) shares in Q2 2026, an estimated $290K.
  • Meta Platforms (Facebook) made up 0.66% of McNaughton Wealth Management's portfolio in Q2 2026, its #44 holding.
  • McNaughton Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • 2,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.