MWA
META icon

Motive Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Motive 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 		$1.36M Sell
2,406
-60
-2% -$36.7K 0.56% 31
2026
Q1 		$1.41M Sell
2,466
-2
-0.1% -$1.28K 0.66% 27
2025
Q4 		$1.63M Sell
2,468
-30
-1% -$20K 0.69% 27
2025
Q3 		$1.83M Buy
2,498
+1
+0% +$744 0.79% 24
2025
Q2 		$1.84M Buy
2,497
+289
+13% +$179K 0.84% 23
2025
Q1 		$1.27M Sell
2,208
-99
-4% -$63.9K 0.68% 24
2024
Q4 		$1.35M Buy
2,307
+231
+11% +$136K 0.73% 26
2024
Q3 		$1.05M Hold
2,076
– – 0.63% 25
2024
Q2 		$1.05M Sell
2,076
-6
-0.3% -$2.92K 0.63% 25
2024
Q1 		$1.01M Buy
2,082
+754
+57% +$336K 0.61% 24
2023
Q4 		$470K Sell
1,328
-416
-24% -$135K 0.54% 23
2023
Q3 		$524K Sell
1,744
-47
-3% -$14.2K 0.57% 25
2023
Q2 		$514K Sell
1,791
-76
-4% -$18.8K 0.53% 26
2023
Q1 		$396K Buy
+1,867
New +$318K 0.43% 29
2022
Q4 		– Sell
-1,699
Closed -$231K – 62
2022
Q3 		$231K Buy
+1,699
New +$275K 0.19% 50

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Motive Wealth Advisors's META Position: Q2 2026 in Review

Motive Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.4% in Q2 2026, selling an estimated $36.7K and leaving 2,406 shares worth $1.36M. The position accounts for 0.56% of the portfolio, ranked #31.

Motive Wealth Advisors first reported a position in META in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.84M in Q2 2025. 1,163 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Motive Wealth Advisors held 2,406 shares of Meta Platforms (Facebook) worth $1.36M as of Q2 2026.
  • Motive Wealth Advisors sold 60 Meta Platforms (Facebook) shares in Q2 2026, an estimated $36.7K.
  • Meta Platforms (Facebook) made up 0.56% of Motive Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Motive Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 15 quarters since.
  • Motive Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.84M in Q2 2025.
  • 1,163 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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