Schwarz Dygos Wheeler Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Schwarz Dygos Wheeler Investment 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
2021 Q1	–	Sell	-200	Closed	-$55K	–	127
2020 Q4	$55K	Hold	200	–	–	0.03%	113
2020 Q3	$52K	Hold	200	–	–	0.03%	105
2020 Q2	$48K	Hold	200	–	–	0.03%	94
2020 Q1	$33K	Hold	200	–	–	0.03%	82
2019 Q4	$41K	Hold	200	–	–	0.03%	84
2019 Q3	$36K	Hold	200	–	–	0.03%	83
2019 Q2	$39K	Sell	200 -300	-60%	-$54.8K	0.03%	84
2019 Q1	$83K	Hold	500	–	–	0.07%	79
2018 Q4	$66K	Buy	+500	New	+$72.4K	0.07%	70

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Schwarz Dygos Wheeler Investment Advisors's META Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.22% in Q2 2026, selling an estimated $7.95K and leaving 5,807 shares worth $3.27M. The position accounts for 0.62% of the portfolio, ranked #36.

Schwarz Dygos Wheeler Investment Advisors first reported a position in META in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.66M in Q3 2021. 3,254 funds tracked by Wall St. Rank hold META as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 5,807 shares of Meta Platforms (Facebook) worth $3.27M as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 13 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.95K.
Meta Platforms (Facebook) made up 0.62% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #36 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 31 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Meta Platforms (Facebook) position peaked at $4.66M in Q3 2021.
3,254 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.