Processus Wealth & Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Processus Wealth & Capital Management’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	$1.72M	Sell	3,051 -22	-0.7%	-$13.5K	1.02%	29
2026 Q1	$1.76M	Buy	3,073 +126	+4%	+$80.7K	1.19%	29
2025 Q4	$1.95M	Buy	2,947 +142	+5%	+$94.8K	1.28%	27
2025 Q3	$2.06M	Buy	2,805 +63	+2%	+$46.9K	1.48%	26
2025 Q2	$2.02M	Buy	2,742 +179	+7%	+$111K	1.6%	26
2025 Q1	$1.48M	Buy	+2,563	New	+$1.65M	1.26%	28

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Processus Wealth & Capital Management's META Position: Q2 2026 in Review

Processus Wealth & Capital Management reduced its Meta Platforms (Facebook) (META) stake by 0.72% in Q2 2026, selling an estimated $13.5K and leaving 3,051 shares worth $1.72M. The position accounts for 1.02% of the portfolio, ranked #29.

Processus Wealth & Capital Management first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.06M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

Processus Wealth & Capital Management held 3,051 shares of Meta Platforms (Facebook) worth $1.72M as of Q2 2026.
Processus Wealth & Capital Management sold 22 Meta Platforms (Facebook) shares in Q2 2026, an estimated $13.5K.
Meta Platforms (Facebook) made up 1.02% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #29 holding.
Processus Wealth & Capital Management first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
Processus Wealth & Capital Management's Meta Platforms (Facebook) position peaked at $2.06M in Q3 2025.
1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.