Sage Investment Counsel’s Meta Platforms (Facebook) META Stock Holding History

Sage Investment Counsel’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	$1.08M	Buy	1,925 +1,183	+159%	+$723K	1.09%	30
2026 Q1	$424K	Hold	742	–	–	0.47%	65
2025 Q4	$490K	Sell	742 -4	-0.5%	-$2.67K	0.54%	51
2025 Q3	$548K	Buy	746 +1	+0.1%	+$744	0.61%	52
2025 Q2	$550K	Sell	745 -300	-29%	-$185K	0.64%	47
2025 Q1	$603K	Hold	1,045	–	–	0.76%	39
2024 Q4	$612K	Buy	+1,045	New	+$613K	0.8%	36

Other funds holding META

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Sage Investment Counsel's META Position: Q2 2026 in Review

Sage Investment Counsel increased its Meta Platforms (Facebook) (META) stake by 159% in Q2 2026, buying an estimated $723K and bringing the position to 1,925 shares worth $1.08M. The position accounts for 1.09% of the portfolio, ranked #30.

Sage Investment Counsel first reported a position in META in Q4 2024 and has held it in 7 quarters since. 2,650 funds tracked by Wall St. Rank hold META as of Q2 2026.

Sage Investment Counsel held 1,925 shares of Meta Platforms (Facebook) worth $1.08M as of Q2 2026.
Sage Investment Counsel bought 1,183 Meta Platforms (Facebook) shares in Q2 2026, an estimated $723K.
Meta Platforms (Facebook) made up 1.09% of Sage Investment Counsel's portfolio in Q2 2026, its #30 holding.
Sage Investment Counsel first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
2,650 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.