PFW Advisors’s Meta Platforms (Facebook) META Stock Holding History

PFW Advisors’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	$974K	Sell	1,730 -93	-5%	-$56.9K	0.28%	62
2026 Q1	$1.04M	Buy	1,823 +50	+3%	+$32K	0.33%	60
2025 Q4	$1.17M	Sell	1,773 -167	-9%	-$112K	0.35%	55
2025 Q3	$1.42M	Sell	1,940 -13	-0.7%	-$9.68K	0.42%	50
2025 Q2	$1.44M	Buy	1,953 +57	+3%	+$35.2K	0.44%	48
2025 Q1	$1.09M	Buy	1,896 +6	+0.3%	+$3.87K	0.34%	59
2024 Q4	$1.11M	Buy	+1,890	New	+$1.11M	0.34%	57
2024 Q2	$944K	Sell	1,872 -247	-12%	-$120K	0.3%	60
2024 Q1	$1.03M	Buy	2,119 +29	+1%	+$12.9K	0.31%	60
2023 Q4	$740K	Buy	2,090 +489	+31%	+$159K	0.24%	76
2023 Q3	$481K	Hold	1,601	–	–	0.17%	81
2023 Q2	$483K	Buy	+1,601	New	+$395K	0.16%	79
2019 Q3	$1.09M	Buy	+1,902	New	+$362K	0.33%	57

Other funds holding META

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

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 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

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

PFW Advisors's META Position: Q2 2026 in Review

PFW Advisors reduced its Meta Platforms (Facebook) (META) stake by 5.1% in Q2 2026, selling an estimated $56.9K and leaving 1,730 shares worth $974K. The position accounts for 0.28% of the portfolio, ranked #62.

PFW Advisors first reported a position in META in Q3 2019 and has held it in 13 quarters since. The position peaked at $1.44M in Q2 2025. 1,081 funds tracked by Wall St. Rank hold META as of Q2 2026.

PFW Advisors held 1,730 shares of Meta Platforms (Facebook) worth $974K as of Q2 2026.
PFW Advisors sold 93 Meta Platforms (Facebook) shares in Q2 2026, an estimated $56.9K.
Meta Platforms (Facebook) made up 0.28% of PFW Advisors's portfolio in Q2 2026, its #62 holding.
PFW Advisors first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's Meta Platforms (Facebook) position peaked at $1.44M in Q2 2025.
1,081 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.