PWS
META icon

Peterson Wealth Services’s Meta Platforms (Facebook) META Stock Holding History

Peterson Wealth 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 		$4.34M Buy
7,708
+34
+0.4% +$20.8K 0.95% 26
2026
Q1 		$4.39M Buy
7,674
+422
+6% +$270K 1.08% 24
2025
Q4 		$4.79M Buy
7,252
+4,398
+154% +$2.94M 1.22% 22
2025
Q3 		$5.05M Sell
2,854
-4,030
-59% -$3M 1.25% 21
2025
Q2 		$5.08M Buy
6,884
+98
+1% +$60.6K 1.39% 22
2025
Q1 		$3.91M Buy
6,786
+1,138
+20% +$734K 1.21% 24
2024
Q4 		$3.31M Buy
5,648
+194
+4% +$114K 0.99% 28
2024
Q3 		$3.12M Buy
5,454
+4,458
+448% +$2.29M 1% 28
2024
Q2 		$502K Sell
996
-8
-0.8% -$3.89K 0.18% 90
2024
Q1 		$487K Buy
1,004
+44
+5% +$19.6K 0.18% 90
2023
Q4 		$340K Buy
960
+28
+3% +$9.12K 0.15% 74
2023
Q3 		$280K Sell
932
-7
-0.7% -$2.11K 0.21% 55
2023
Q2 		$269K Buy
+939
New +$232K 0.13% 82
2022
Q1 		– Sell
-3,610
Closed -$1.21M – 92
2021
Q4 		$1.21M Buy
+3,610
New +$1.2M 0.81% 43

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Peterson Wealth Services's META Position: Q2 2026 in Review

Peterson Wealth Services increased its Meta Platforms (Facebook) (META) stake by 0.44% in Q2 2026, buying an estimated $20.8K and bringing the position to 7,708 shares worth $4.34M. The position accounts for 0.95% of the portfolio, ranked #26.

Peterson Wealth Services first reported a position in META in Q4 2021 and has held it in 14 quarters since. The position peaked at $5.08M in Q2 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Peterson Wealth Services held 7,708 shares of Meta Platforms (Facebook) worth $4.34M as of Q2 2026.
  • Peterson Wealth Services bought 34 Meta Platforms (Facebook) shares in Q2 2026, an estimated $20.8K.
  • Meta Platforms (Facebook) made up 0.95% of Peterson Wealth Services's portfolio in Q2 2026, its #26 holding.
  • Peterson Wealth Services first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 14 quarters since.
  • Peterson Wealth Services's Meta Platforms (Facebook) position peaked at $5.08M in Q2 2025.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.