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

Meadowbrook 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 		$962K Sell
1,570
-391
-20% -$239K 1.04% 25
2026
Q1 		$1.12M Buy
1,961
+455
+30% +$292K 1.49% 20
2025
Q4 		$994K Sell
1,506
-505
-25% -$337K 1.13% 23
2025
Q3 		$1.48M Buy
+2,011
New +$1.5M 1.54% 16

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Meadowbrook Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 20% in Q2 2026, selling an estimated $239K and leaving 1,570 shares worth $962K. The position accounts for 1.04% of the portfolio, ranked #25.

Meadowbrook Wealth Management first reported a position in META in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.48M in Q3 2025. 3,045 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Meadowbrook Wealth Management held 1,570 shares of Meta Platforms (Facebook) worth $962K as of Q2 2026.
  • Meadowbrook Wealth Management sold 391 Meta Platforms (Facebook) shares in Q2 2026, an estimated $239K.
  • Meta Platforms (Facebook) made up 1.04% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Meadowbrook Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • Meadowbrook Wealth Management's Meta Platforms (Facebook) position peaked at $1.48M in Q3 2025.
  • 3,045 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.