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OLIO Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

OLIO Financial Planning’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 		$331K Sell
588
-51
-8% -$31.2K 0.08% 52
2026
Q1 		$366K Sell
639
-55
-8% -$35.2K 0.1% 47
2025
Q4 		$458K Buy
694
+23
+3% +$15.4K 0.13% 42
2025
Q3 		$493K Buy
671
+52
+8% +$38.7K 0.14% 42
2025
Q2 		$457K Buy
619
+61
+11% +$37.7K 0.14% 41
2025
Q1 		$322K Buy
558
+13
+2% +$8.39K 0.11% 47
2024
Q4 		$319K Buy
+545
New +$320K 0.11% 46

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

OLIO Financial Planning's META Position: Q2 2026 in Review

OLIO Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 8% in Q2 2026, selling an estimated $31.2K and leaving 588 shares worth $331K. The position accounts for 0.08% of the portfolio, ranked #52.

OLIO Financial Planning first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $493K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • OLIO Financial Planning held 588 shares of Meta Platforms (Facebook) worth $331K as of Q2 2026.
  • OLIO Financial Planning sold 51 Meta Platforms (Facebook) shares in Q2 2026, an estimated $31.2K.
  • Meta Platforms (Facebook) made up 0.08% of OLIO Financial Planning's portfolio in Q2 2026, its #52 holding.
  • OLIO Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • OLIO Financial Planning's Meta Platforms (Facebook) position peaked at $493K in Q3 2025.
  • 1,162 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.