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N.E.W. Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

N.E.W. Advisory Services’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 		$916K Sell
1,626
-23
-1% -$14.1K 0.06% 110
2026
Q1 		$943K Sell
1,649
-268
-14% -$172K 0.07% 100
2025
Q4 		$1.27M Buy
1,917
+226
+13% +$151K 0.09% 83
2025
Q3 		$1.24M Sell
1,691
-10
-0.6% -$7.44K 0.11% 64
2025
Q2 		$1.26M Sell
1,701
-1,033
-38% -$638K 0.12% 62
2025
Q1 		$1.58M Buy
2,734
+821
+43% +$530K 0.12% 71
2024
Q4 		$1.12M Sell
1,913
-12
-0.6% -$7.04K 0.11% 75
2024
Q3 		$1.1M Sell
1,925
-7
-0.4% -$3.6K 0.11% 68
2024
Q2 		$975K Sell
1,932
-210
-10% -$102K 0.11% 72
2024
Q1 		$1.04M Buy
2,142
+161
+8% +$71.8K 0.12% 72
2023
Q4 		$701K Hold
1,981
– – 0.08% 84
2023
Q3 		$595K Buy
1,981
+2
+0.1% +$603 0.08% 88
2023
Q2 		$568K Buy
1,979
+404
+26% +$99.7K 0.08% 78
2023
Q1 		$334K Sell
1,575
-290
-16% -$49.4K 0.05% 101
2022
Q4 		$224K Sell
1,865
-42
-2% -$4.93K 0.04% 124
2022
Q3 		$259K Buy
1,907
+102
+6% +$16.5K 0.05% 108
2022
Q2 		$291K Buy
1,805
+101
+6% +$19.5K 0.05% 100
2022
Q1 		$502K Sell
1,704
-50
-3% -$12.5K 0.1% 78
2021
Q4 		$590K Buy
1,754
+50
+3% +$16.6K 0.09% 74
2021
Q3 		$578K Hold
1,704
– – 0.09% 77
2021
Q2 		$593K Hold
1,704
– – 0.1% 74
2021
Q1 		$508K Sell
1,704
-656
-28% -$177K 0.1% 80
2020
Q4 		$643K Sell
2,360
-465
-16% -$127K 0.14% 76
2020
Q3 		$739K Buy
2,825
+163
+6% +$42K 0.21% 48
2020
Q2 		$604K Buy
+2,662
New +$556K 0.19% 49
2019
Q4 		$544K Buy
+2,646
New +$513K 0.18% 54

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

N.E.W. Advisory Services's META Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 1.4% in Q2 2026, selling an estimated $14.1K and leaving 1,626 shares worth $916K. The position accounts for 0.06% of the portfolio, ranked #110.

N.E.W. Advisory Services first reported a position in META in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.58M in Q1 2025. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • N.E.W. Advisory Services held 1,626 shares of Meta Platforms (Facebook) worth $916K as of Q2 2026.
  • N.E.W. Advisory Services sold 23 Meta Platforms (Facebook) shares in Q2 2026, an estimated $14.1K.
  • Meta Platforms (Facebook) made up 0.06% of N.E.W. Advisory Services's portfolio in Q2 2026, its #110 holding.
  • N.E.W. Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 26 quarters since.
  • N.E.W. Advisory Services's Meta Platforms (Facebook) position peaked at $1.58M in Q1 2025.
  • 3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.