Mount Yale Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $37.5M | Buy |
+66,600
| New | +$40.7M | 0.69% | 28 |
|
|
2026
Q1 | – | Sell |
-27,373
| Closed | -$17.5M | – | 1119 |
|
|
2025
Q4 | $18.1M | Buy |
27,373
+8,613
| +46% | +$5.75M | 0.87% | 27 |
|
|
2025
Q3 | $13.8M | Buy |
18,760
+6,275
| +50% | +$4.67M | 0.96% | 21 |
|
|
2025
Q2 | $9.12M | Sell |
12,485
-173
| -1% | -$107K | 0.71% | 22 |
|
|
2025
Q1 | $7.3M | Sell |
12,658
-466
| -4% | -$301K | 0.63% | 23 |
|
|
2024
Q4 | $7.68M | Sell |
13,124
-632
| -5% | -$371K | 0.62% | 23 |
|
|
2024
Q3 | $7.87M | Sell |
13,756
-470
| -3% | -$242K | 0.76% | 12 |
|
|
2024
Q2 | $7.17M | Sell |
14,226
-668
| -4% | -$325K | 0.57% | 19 |
|
|
2024
Q1 | $7.23M | Sell |
14,894
-504
| -3% | -$225K | 0.55% | 29 |
|
|
2023
Q4 | $5.45M | Sell |
15,398
-413
| -3% | -$134K | 0.52% | 35 |
|
|
2023
Q3 | $4.75M | Buy |
15,811
+2,657
| +20% | +$801K | 0.52% | 37 |
|
|
2023
Q2 | $3.77M | Buy |
13,154
+1,690
| +15% | +$417K | 0.4% | 57 |
|
|
2023
Q1 | $2.43M | Buy |
11,464
+1,916
| +20% | +$326K | 0.27% | 87 |
|
|
2022
Q4 | $1.15M | Sell |
9,548
-17,119
| -64% | -$2.01M | 0.13% | 161 |
|
|
2022
Q3 | $3.62M | Buy |
26,667
+2,270
| +9% | +$368K | 0.48% | 46 |
|
|
2022
Q2 | $3.93M | Buy |
24,397
+525
| +2% | +$101K | 0.5% | 45 |
|
|
2022
Q1 | $5.31M | Buy |
23,872
+1,835
| +8% | +$459K | 0.58% | 38 |
|
|
2021
Q4 | $7.41M | Sell |
22,037
-264
| -1% | -$87.6K | 0.77% | 19 |
|
|
2021
Q3 | $7.57M | Sell |
22,301
-2,903
| -12% | -$1.05M | 0.87% | 17 |
|
|
2021
Q2 | $8.76M | Sell |
25,204
-2,380
| -9% | -$764K | 1.06% | 9 |
|
|
2021
Q1 | $8.12M | Sell |
27,584
-1,590
| -5% | -$428K | 1.06% | 9 |
|
|
2020
Q4 | $7.97M | Sell |
29,174
-1,658
| -5% | -$455K | 1.12% | 7 |
|
|
2020
Q3 | $8.07M | Sell |
30,832
-1,311
| -4% | -$338K | 1.15% | 8 |
|
|
2020
Q2 | $7.3M | Buy |
32,143
+134
| +0.4% | +$28K | 1.31% | 7 |
|
|
2020
Q1 | $5.34M | Sell |
32,009
-1,218
| -4% | -$238K | 1.2% | 17 |
|
|
2019
Q4 | $6.71M | Buy |
33,227
+1,300
| +4% | +$252K | 1.17% | 24 |
|
|
2019
Q3 | $6.21M | Sell |
31,927
-204
| -0.6% | -$38.8K | 1.11% | 28 |
|
|
2019
Q2 | $5.95M | Buy |
32,131
+564
| +2% | +$103K | 1.1% | 28 |
|
|
2019
Q1 | $5.26M | Buy |
31,567
+3,140
| +11% | +$499K | 0.99% | 29 |
|
|
2018
Q4 | $4.71M | Buy |
28,427
+1,585
| +6% | +$230K | 0.96% | 26 |
|
|
2018
Q3 | $4.07M | Buy |
26,842
+1,957
| +8% | +$354K | 0.71% | 32 |
|
|
2018
Q2 | $4.84M | Buy |
24,885
+3,881
| +18% | +$701K | 0.92% | 27 |
|
|
2018
Q1 | $3.36M | Buy |
+21,004
| New | +$3.77M | 0.72% | 33 |
|
Other funds holding META
Mount Yale Investment Advisors's META Position: Q2 2026 in Review
Mount Yale Investment Advisors opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 66,600 shares worth $37.5M. The stake represents 0.69% of the portfolio and ranks #28 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in META as recently as Q4 2025.
Mount Yale Investment Advisors first reported a position in META in Q1 2018 and has held it in 33 quarters since. 5,078 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Mount Yale Investment Advisors held 66,600 shares of Meta Platforms (Facebook) worth $37.5M as of Q2 2026.
- Meta Platforms (Facebook) was a new Mount Yale Investment Advisors position in Q2 2026.
- Meta Platforms (Facebook) made up 0.69% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #28 holding.
- Mount Yale Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 33 quarters since.
- 5,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.