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Regent Peak Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Regent Peak 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 		$3.09M Sell
5,486
-32
-0.6% -$19.6K 0.57% 27
2026
Q1 		$3.16M Buy
5,518
+177
+3% +$113K 0.64% 24
2025
Q4 		$3.53M Buy
5,341
+204
+4% +$136K 0.7% 23
2025
Q3 		$3.77M Buy
+5,137
New +$3.82M 0.76% 25
2025
Q1 		$2.78M Sell
4,825
-195
-4% -$126K 0.66% 23
2024
Q4 		$2.94M Buy
5,020
+277
+6% +$163K 0.66% 24
2024
Q3 		$2.72M Buy
4,743
+46
+1% +$23.7K 0.62% 30
2024
Q2 		$2.37M Buy
4,697
+129
+3% +$62.7K 0.54% 42
2024
Q1 		$2.22M Sell
4,568
-233
-5% -$104K 0.56% 42
2023
Q4 		$1.7M Buy
4,801
+100
+2% +$32.6K 0.46% 45
2023
Q3 		$1.41M Buy
4,701
+105
+2% +$31.6K 0.43% 52
2023
Q2 		$1.32M Buy
4,596
+273
+6% +$67.4K 0.38% 52
2023
Q1 		$916K Buy
4,323
+19
+0.4% +$3.24K 0.28% 55
2022
Q4 		$522K Buy
4,304
+868
+25% +$102K 0.17% 80
2022
Q3 		$466K Sell
3,436
-154
-4% -$25K 0.16% 81
2022
Q2 		$578K Sell
3,590
-562
-14% -$108K 0.19% 72
2022
Q1 		$923K Sell
4,152
-690
-14% -$172K 0.26% 56
2021
Q4 		$1.63M Buy
4,842
+183
+4% +$60.8K 0.44% 49
2021
Q3 		$1.58M Buy
4,659
+43
+0.9% +$15.5K 0.45% 48
2021
Q2 		$1.65M Buy
4,616
+318
+7% +$102K 0.46% 50
2021
Q1 		$1.26M Buy
4,298
+87
+2% +$23.4K 0.42% 50
2020
Q4 		$1.15M Buy
4,211
+683
+19% +$187K 0.38% 50
2020
Q3 		$924K Buy
3,528
+283
+9% +$73K 0.39% 52
2020
Q2 		$737K Buy
3,245
+234
+8% +$48.9K 0.33% 57
2020
Q1 		$502K Buy
3,011
+4
+0.1% +$783 0.28% 63
2019
Q4 		$617K Buy
+3,007
New +$582K 0.28% 65

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

Regent Peak Wealth Advisors's META Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.58% in Q2 2026, selling an estimated $19.6K and leaving 5,486 shares worth $3.09M. The position accounts for 0.57% of the portfolio, ranked #27.

Regent Peak Wealth Advisors first reported a position in META in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.77M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Regent Peak Wealth Advisors held 5,486 shares of Meta Platforms (Facebook) worth $3.09M as of Q2 2026.
  • Regent Peak Wealth Advisors sold 32 Meta Platforms (Facebook) shares in Q2 2026, an estimated $19.6K.
  • Meta Platforms (Facebook) made up 0.57% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Regent Peak Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 26 quarters since.
  • Regent Peak Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.77M in Q3 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.