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One Wealth Management Investment & Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

One Wealth Management Investment & 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 		$3.36M Sell
5,957
-793
-12% -$485K 3.52% 12
2026
Q1 		$3.86M Buy
6,750
+112
+2% +$71.8K 4.65% 8
2025
Q4 		$4.38M Sell
6,638
-46
-0.7% -$30.7K 4.78% 8
2025
Q3 		$4.91M Buy
6,684
+68
+1% +$50.6K 5.7% 5
2025
Q2 		$4.88M Sell
6,616
-283
-4% -$175K 6.29% 5
2025
Q1 		$3.98M Buy
6,899
+185
+3% +$119K 6.59% 5
2024
Q4 		$3.93M Buy
6,714
+243
+4% +$143K 6.23% 6
2024
Q3 		$3.7M Sell
6,471
-2,126
-25% -$1.09M 6.5% 6
2024
Q2 		$4.34M Buy
8,597
+501
+6% +$244K 1.73% 13
2024
Q1 		$3.93M Sell
8,096
-667
-8% -$298K 1.61% 15
2023
Q4 		$3.1M Buy
+8,763
New +$2.85M 1.38% 13

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's META Position: Q2 2026 in Review

One Wealth Management Investment & Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $485K and leaving 5,957 shares worth $3.36M. The position accounts for 3.52% of the portfolio, ranked #12.

One Wealth Management Investment & Advisory Services first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.91M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • One Wealth Management Investment & Advisory Services held 5,957 shares of Meta Platforms (Facebook) worth $3.36M as of Q2 2026.
  • One Wealth Management Investment & Advisory Services sold 793 Meta Platforms (Facebook) shares in Q2 2026, an estimated $485K.
  • Meta Platforms (Facebook) made up 3.52% of One Wealth Management Investment & Advisory Services's portfolio in Q2 2026, its #12 holding.
  • One Wealth Management Investment & Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • One Wealth Management Investment & Advisory Services's Meta Platforms (Facebook) position peaked at $4.91M in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.