Optivise Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

Optivise 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	$1M	Buy	1,778 +23	+1%	+$14.1K	0.51%	53
2026 Q1	$1M	Sell	1,755 -373	-18%	-$239K	0.61%	43
2025 Q4	$1.4M	Buy	2,128 +191	+10%	+$128K	0.81%	35
2025 Q3	$1.42M	Buy	1,937 +297	+18%	+$221K	0.85%	30
2025 Q2	$1.21M	Buy	1,640 +143	+10%	+$88.4K	0.62%	41
2025 Q1	$863K	Sell	1,497 -239	-14%	-$154K	0.48%	51
2024 Q4	$1.02M	Buy	1,736 +700	+68%	+$411K	0.55%	49
2024 Q3	$593K	Sell	1,036 -209	-17%	-$108K	0.31%	67
2024 Q2	$628K	Buy	+1,245	New	+$605K	0.34%	70

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Optivise Advisory Services's META Position: Q2 2026 in Review

Optivise Advisory Services increased its Meta Platforms (Facebook) (META) stake by 1.3% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,778 shares worth $1M. The position accounts for 0.51% of the portfolio, ranked #53.

Optivise Advisory Services first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q3 2025. 1,751 funds tracked by Wall St. Rank hold META as of Q2 2026.

Optivise Advisory Services held 1,778 shares of Meta Platforms (Facebook) worth $1M as of Q2 2026.
Optivise Advisory Services bought 23 Meta Platforms (Facebook) shares in Q2 2026, an estimated $14.1K.
Meta Platforms (Facebook) made up 0.51% of Optivise Advisory Services's portfolio in Q2 2026, its #53 holding.
Optivise Advisory Services first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Meta Platforms (Facebook) position peaked at $1.42M in Q3 2025.
1,751 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.