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Newman Dignan & Sheerar Inc’s Meta Platforms (Facebook) META Stock Holding History

Newman Dignan & Sheerar Inc’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 		$2.86M Sell
5,076
-38
-0.7% -$23.2K 0.55% 46
2026
Q1 		$2.93M Buy
5,114
+91
+2% +$58.3K 0.62% 40
2025
Q4 		$3.32M Sell
5,023
-42
-0.8% -$28K 0.69% 36
2025
Q3 		$3.72M Sell
5,065
-285
-5% -$212K 0.8% 32
2025
Q2 		$3.95M Sell
5,350
-30
-0.6% -$18.5K 0.91% 25
2025
Q1 		$3.1M Buy
5,380
+230
+4% +$148K 0.85% 30
2024
Q4 		$3.02M Buy
5,150
+62
+1% +$36.4K 0.77% 32
2024
Q3 		$2.94M Buy
5,088
+162
+3% +$83.4K 0.7% 36
2024
Q2 		$2.48M Buy
4,926
+1,348
+38% +$655K 0.64% 42
2024
Q1 		$1.74M Buy
3,578
+102
+3% +$45.5K 0.46% 58
2023
Q4 		$1.23M Buy
3,476
+10
+0.3% +$3.26K 0.37% 72
2023
Q3 		$1.04M Sell
3,466
-135
-4% -$40.7K 0.34% 73
2023
Q2 		$1.03M Sell
3,601
-383
-10% -$94.5K 0.32% 76
2023
Q1 		$844K Buy
3,984
+100
+3% +$17K 0.27% 86
2022
Q4 		$467K Sell
3,884
-122
-3% -$14.3K 0.15% 115
2022
Q3 		$544 Sell
4,006
-45
-1% -$7.29K 0.09% 105
2022
Q2 		$653K Sell
4,051
-80
-2% -$15.4K 0.22% 98
2022
Q1 		$919 Buy
4,131
+232
+6% +$58K 0.18% 82
2021
Q4 		$1.31M Sell
3,899
-130
-3% -$43.2K 0.4% 66
2021
Q3 		$1.37M Sell
4,029
-68
-2% -$24.5K 0.4% 61
2021
Q2 		$1.43M Sell
4,097
-25
-0.6% -$8.02K 0.48% 56
2021
Q1 		$1.21M Sell
4,122
-60
-1% -$16.2K 0.44% 64
2020
Q4 		$1.14K Sell
4,182
-790
-16% -$217K 0.18% 64
2020
Q3 		$1.3M Buy
4,972
+440
+10% +$113K 0.54% 50
2020
Q2 		$1.06M Sell
4,532
-58
-1% -$12.1K 0.46% 60
2020
Q1 		$812K Buy
4,590
+41
+0.9% +$8.03K 0.43% 58
2019
Q4 		$934 Buy
+4,549
New +$881K 0.1% 70
2019
Q3 		– Sell
-4,729
Closed -$913 – 155
2019
Q2 		$913 Sell
4,729
-103
-2% -$18.8K 0.02% 63
2019
Q1 		$805K Sell
4,832
-170
-3% -$27K 0.32% 69
2018
Q4 		$655 Sell
5,002
-1,240
-20% -$180K 0.06% 77
2018
Q3 		$982K Sell
6,242
-424
-6% -$76.8K 0.43% 61
2018
Q2 		$1.3M Sell
6,666
-555
-8% -$100K 86.56% 1
2018
Q1 		$1.19M Sell
7,221
-1,055
-13% -$189K 0.6% 47
2017
Q4 		$1.46M Sell
8,276
-276
-3% -$48.8K 0.73% 40
2017
Q3 		$1.46M Sell
8,552
-45
-0.5% -$7.51K 0.78% 36
2017
Q2 		$1.3M Sell
8,597
-108
-1% -$16.1K 0.72% 40
2017
Q1 		$1.24K Buy
8,705
+185
+2% +$24.7K 0.55% 44
2016
Q4 		$980K Sell
8,520
-254
-3% -$31.2K 0.6% 51
2016
Q3 		$1.13M Buy
8,774
+145
+2% +$18K 0.71% 41
2016
Q2 		$986K Sell
8,629
-39
-0.4% -$4.49K 0.62% 45
2016
Q1 		$989K Buy
8,668
+360
+4% +$38K 0.72% 40
2015
Q4 		$870K Buy
8,308
+410
+5% +$42.1K 0.61% 46
2015
Q3 		$710K Buy
7,898
+5,313
+206% +$488K 0.46% 52
2015
Q2 		$222K Sell
2,585
-200
-7% -$16.3K 0.16% 139
2015
Q1 		$229K Sell
2,785
-40
-1% -$3.13K 0.16% 133
2014
Q4 		$220 Buy
2,825
+75
+3% +$5.73K 0.13% 135
2014
Q3 		$217K Buy
+2,750
New +$202K 0.16% 134

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Newman Dignan & Sheerar Inc's META Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Meta Platforms (Facebook) (META) stake by 0.74% in Q2 2026, selling an estimated $23.2K and leaving 5,076 shares worth $2.86M. The position accounts for 0.55% of the portfolio, ranked #46.

Newman Dignan & Sheerar Inc first reported a position in META in Q3 2014 and has held it in 47 quarters since. The position peaked at $3.95M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 5,076 shares of Meta Platforms (Facebook) worth $2.86M as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 38 Meta Platforms (Facebook) shares in Q2 2026, an estimated $23.2K.
  • Meta Platforms (Facebook) made up 0.55% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #46 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Meta Platforms (Facebook) in Q3 2014 and has held it in 47 quarters since.
  • Newman Dignan & Sheerar Inc's Meta Platforms (Facebook) position peaked at $3.95M in Q2 2025.
  • 1,299 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.