Plante Moran Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.2M Sell
2,134
-35
-2% -$21.4K 0.06% 43
2026
Q1
$1.24M Buy
2,169
+37
+2% +$23.7K 0.08% 33
2025
Q4
$1.41M Buy
2,132
+30
+1% +$20K 0.09% 34
2025
Q3
$1.54M Sell
2,102
-136
-6% -$101K 0.1% 30
2025
Q2
$1.65M Sell
2,238
-388
-15% -$240K 0.12% 28
2025
Q1
$1.51M Sell
2,626
-40
-2% -$25.8K 0.13% 29
2024
Q4
$1.56M Buy
2,666
+1
+0% +$587 0.13% 32
2024
Q3
$1.53M Sell
2,665
-1,000
-27% -$515K 0.13% 33
2024
Q2
$1.85M Buy
3,665
+1,115
+44% +$542K 0.18% 31
2024
Q1
$1.24M Sell
2,550
-434
-15% -$194K 0.13% 39
2023
Q4
$1.06M Buy
2,984
+1,463
+96% +$476K 0.11% 46
2023
Q3
$457K Buy
1,521
+119
+8% +$35.9K 0.05% 83
2023
Q2
$402K Hold
1,402
0.05% 92
2023
Q1
$297K Buy
1,402
+101
+8% +$17.2K 0.04% 113
2022
Q4
$157K Sell
1,301
-1,445
-53% -$170K 0.02% 177
2022
Q3
$373K Sell
2,746
-198
-7% -$32.1K 0.06% 92
2022
Q2
$475K Buy
2,944
+539
+22% +$104K 0.08% 81
2022
Q1
$535K Sell
2,405
-1,169
-33% -$292K 0.1% 81
2021
Q4
$1.2M Buy
3,574
+1,113
+45% +$370K 0.2% 49
2021
Q3
$835K Buy
2,461
+486
+25% +$175K 0.19% 60
2021
Q2
$687K Buy
1,975
+111
+6% +$35.6K 0.17% 67
2021
Q1
$549K Sell
1,864
-415
-18% -$112K 0.15% 75
2020
Q4
$623K Buy
2,279
+1,243
+120% +$341K 0.19% 65
2020
Q3
$271K Buy
1,036
+127
+14% +$32.8K 0.1% 120
2020
Q2
$206K Sell
909
-9
-1% -$1.88K 0.08% 123
2020
Q1
$153K Sell
918
-1,162
-56% -$228K 0.07% 145
2019
Q4
$427K Sell
2,080
-176
-8% -$34.1K 0.15% 93
2019
Q3
$402K Sell
2,256
-457
-17% -$86.9K 0.12% 101
2019
Q2
$524K Buy
2,713
+261
+11% +$47.7K 0.16% 84
2019
Q1
$409K Sell
2,452
-1,654
-40% -$263K 0.13% 94
2018
Q4
$538K Sell
4,106
-1,718
-29% -$249K 0.19% 69
2018
Q3
$958K Sell
5,824
-1,918
-25% -$347K 0.31% 45
2018
Q2
$1.5M Buy
7,742
+1,746
+29% +$316K 0.76% 22
2018
Q1
$958K Buy
5,996
+55
+0.9% +$9.88K 0.52% 38
2017
Q4
$1.05M Buy
5,941
+427
+8% +$75.5K 0.58% 33
2017
Q3
$942K Buy
5,514
+434
+9% +$72.4K 0.56% 39
2017
Q2
$767K Buy
5,080
+139
+3% +$20.7K 0.48% 48
2017
Q1
$702K Sell
4,941
-1,445
-23% -$193K 0.42% 52
2016
Q4
$735K Sell
6,386
-2,834
-31% -$348K 0.46% 43
2016
Q3
$1.18M Buy
9,220
+5,220
+131% +$648K 0.8% 27
2016
Q2
$457K Buy
4,000
+1,909
+91% +$220K 0.33% 63
2016
Q1
$239K Buy
2,091
+317
+18% +$33.4K 0.18% 95
2015
Q4
$186K Buy
1,774
+158
+10% +$16.2K 0.14% 116
2015
Q3
$145K Buy
1,616
+161
+11% +$14.8K 0.11% 141
2015
Q2
$125K Sell
1,455
-47
-3% -$3.84K 0.09% 166
2015
Q1
$123K Buy
1,502
+630
+72% +$49.4K 0.09% 164
2014
Q4
$68K Buy
872
+233
+36% +$17.8K 0.05% 231
2014
Q3
$51K Buy
639
+111
+21% +$8.14K 0.04% 254
2014
Q2
$36K Buy
528
+286
+118% +$17.6K 0.03% 280
2014
Q1
$15K Hold
242
0.02% 290
2013
Q4
$13K Sell
242
-1,500
-86% -$75.3K 0.01% 409
2013
Q3
$88K Sell
1,742
-1,958
-53% -$72.9K 0.05% 130
2013
Q2
$92K Buy
+3,700
New +$94.8K 0.07% 109

Other funds holding META

Plante Moran Financial Advisors's META Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.6% in Q2 2026, selling an estimated $21.4K and leaving 2,134 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #43.

Plante Moran Financial Advisors first reported a position in META in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.85M in Q2 2024. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Plante Moran Financial Advisors held 2,134 shares of Meta Platforms (Facebook) worth $1.2M as of Q2 2026.
  • Plante Moran Financial Advisors sold 35 Meta Platforms (Facebook) shares in Q2 2026, an estimated $21.4K.
  • Meta Platforms (Facebook) made up 0.06% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Plante Moran Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 53 quarters since.
  • Plante Moran Financial Advisors's Meta Platforms (Facebook) position peaked at $1.85M in Q2 2024.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.