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Precedent Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Precedent Wealth Partners’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 		$656K Sell
1,164
-92
-7% -$56.3K 0.11% 128
2026
Q1 		$719K Sell
1,256
-120
-9% -$76.9K 0.14% 116
2025
Q4 		$908K Buy
1,376
+78
+6% +$52.1K 0.19% 113
2025
Q3 		$953K Buy
1,298
+100
+8% +$74.4K 0.21% 110
2025
Q2 		$884K Buy
1,198
+75
+7% +$46.3K 0.22% 108
2025
Q1 		$647K Buy
1,123
+90
+9% +$58.1K 0.18% 112
2024
Q4 		$605K Sell
1,033
-5
-0.5% -$2.94K 0.2% 112
2024
Q3 		$594K Sell
1,038
-57
-5% -$29.3K 0.2% 103
2024
Q2 		$552K Buy
1,095
+87
+9% +$42.3K 0.22% 98
2024
Q1 		$490K Buy
1,008
+41
+4% +$18.3K 0.21% 99
2023
Q4 		$342K Buy
+967
New +$315K 0.17% 105

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

Precedent Wealth Partners's META Position: Q2 2026 in Review

Precedent Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 7.3% in Q2 2026, selling an estimated $56.3K and leaving 1,164 shares worth $656K. The position accounts for 0.11% of the portfolio, ranked #128.

Precedent Wealth Partners first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $953K in Q3 2025. 1,548 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Precedent Wealth Partners held 1,164 shares of Meta Platforms (Facebook) worth $656K as of Q2 2026.
  • Precedent Wealth Partners sold 92 Meta Platforms (Facebook) shares in Q2 2026, an estimated $56.3K.
  • Meta Platforms (Facebook) made up 0.11% of Precedent Wealth Partners's portfolio in Q2 2026, its #128 holding.
  • Precedent Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Precedent Wealth Partners's Meta Platforms (Facebook) position peaked at $953K in Q3 2025.
  • 1,548 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.