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
Sell
-59,269
Closed -$33.9M 1240
2026
Q1
$33.9M Buy
+59,269
New +$38M 0.79% 21
2025
Q2
Sell
-200
Closed -$26.1K 1507
2025
Q1
$26.1K Buy
200
+100
+100% +$64.5K ﹤0.01% 528
2024
Q4
$18.1K Hold
100
﹤0.01% 541
2024
Q3
$17.6K Hold
100
﹤0.01% 536
2024
Q2
$14K Buy
+100
New +$48.6K ﹤0.01% 538

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.