Prevail Innovative Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Prevail Innovative Wealth 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	$522K	Buy	927 +541	+140%	+$331K	0.08%	128
2026 Q1	$221K	Sell	386 -10,208	-96%	-$6.54M	0.04%	169
2025 Q4	$6.99M	Buy	10,594 +6,179	+140%	+$4.13M	1.25%	14
2025 Q3	$3.24M	Sell	4,415 -1,804	-29%	-$1.34M	0.63%	51
2025 Q2	$4.59M	Buy	6,219 +941	+18%	+$581K	1.03%	28
2025 Q1	$3.04M	Sell	5,278 -1,322	-20%	-$853K	0.81%	37
2024 Q4	$3.86M	Buy	+6,600	New	+$3.87M	1.12%	25

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Prevail Innovative Wealth Advisors's META Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 140% in Q2 2026, buying an estimated $331K and bringing the position to 927 shares worth $522K. The position accounts for 0.08% of the portfolio, ranked #128.

Prevail Innovative Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.99M in Q4 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

Prevail Innovative Wealth Advisors held 927 shares of Meta Platforms (Facebook) worth $522K as of Q2 2026.
Prevail Innovative Wealth Advisors bought 541 Meta Platforms (Facebook) shares in Q2 2026, an estimated $331K.
Meta Platforms (Facebook) made up 0.08% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #128 holding.
Prevail Innovative Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Prevail Innovative Wealth Advisors's Meta Platforms (Facebook) position peaked at $6.99M in Q4 2025.
2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.