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

MinichMacGregor 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 		$692K Buy
1,228
+163
+15% +$99.7K 0.11% 69
2026
Q1 		$610K Sell
1,065
-56
-5% -$35.9K 0.11% 66
2025
Q4 		$740K Sell
1,121
-386
-26% -$258K 0.13% 60
2025
Q3 		$1.11M Buy
1,507
+424
+39% +$316K 0.22% 54
2025
Q2 		$799K Buy
1,083
+202
+23% +$125K 0.17% 56
2025
Q1 		$508K Sell
881
-254
-22% -$164K 0.11% 69
2024
Q4 		$664K Buy
1,135
+417
+58% +$245K 0.14% 63
2024
Q3 		$411K Sell
718
-57
-7% -$29.3K 0.09% 72
2024
Q2 		$391K Buy
775
+40
+5% +$19.4K 0.1% 71
2024
Q1 		$361K Sell
735
-2
-0.3% -$892 0.09% 76
2023
Q4 		$261K Buy
+737
New +$240K 0.08% 88
2023
Q1 		– Sell
-400
Closed -$48.1K – 412
2022
Q4 		$48.1K Buy
+400
New +$47K 0.02% 183
2020
Q2 		– Sell
-5,655
Closed -$1M – 95
2020
Q1 		$1M Buy
+5,655
New +$1.11M 0.9% 35
2019
Q1 		– Sell
-4,255
Closed -$727K – 93
2018
Q4 		$727K Buy
4,255
+3,534
+490% +$512K 0.5% 57
2018
Q3 		$117K Buy
721
+139
+24% +$25.2K 0.08% 73
2018
Q2 		$114K Buy
582
+20
+4% +$3.61K 0.08% 70
2018
Q1 		$89K Sell
562
-230
-29% -$41.3K 0.07% 75
2017
Q4 		$139K Buy
792
+171
+28% +$30.2K 0.11% 51
2017
Q3 		$106K Sell
621
-92
-13% -$15.4K 0.09% 62
2017
Q2 		$107K Buy
713
+30
+4% +$4.46K 0.09% 59
2017
Q1 		$97K Sell
683
-75
-10% -$10K 0.09% 65
2016
Q4 		$87K Sell
758
-19
-2% -$2.33K 0.08% 72
2016
Q3 		$99K Sell
777
-103
-12% -$12.8K 0.09% 64
2016
Q2 		$100K Buy
880
+113
+15% +$13K 0.09% 66
2016
Q1 		$87K Sell
767
-81
-10% -$8.55K 0.08% 73
2015
Q4 		$67K Buy
+848
New +$87.1K 0.06% 84

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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

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

MinichMacGregor Wealth Management increased its Meta Platforms (Facebook) (META) stake by 15% in Q2 2026, buying an estimated $99.7K and bringing the position to 1,228 shares worth $692K. The position accounts for 0.11% of the portfolio, ranked #69.

MinichMacGregor Wealth Management first reported a position in META in Q4 2015 and has held it in 26 quarters since. The position peaked at $1.11M in Q3 2025. 2,345 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • MinichMacGregor Wealth Management held 1,228 shares of Meta Platforms (Facebook) worth $692K as of Q2 2026.
  • MinichMacGregor Wealth Management bought 163 Meta Platforms (Facebook) shares in Q2 2026, an estimated $99.7K.
  • Meta Platforms (Facebook) made up 0.11% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #69 holding.
  • MinichMacGregor Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2015 and has held it in 26 quarters since.
  • MinichMacGregor Wealth Management's Meta Platforms (Facebook) position peaked at $1.11M in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.