Secured Retirement Advisors’s Meta Platforms (Facebook) META Stock Holding History

Secured Retirement 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	$3.15M	Buy	5,585 +3,971	+246%	+$2.43M	1.61%	9
2026 Q1	$924K	Sell	1,614 -2,172	-57%	-$1.39M	0.52%	69
2025 Q4	$2.5M	Buy	3,786 +260	+7%	+$174K	1.4%	16
2025 Q3	$2.59M	Sell	3,526 -996	-22%	-$741K	1.45%	13
2025 Q2	$3.34M	Buy	4,522 +179	+4%	+$111K	1.99%	7
2025 Q1	$2.5M	Buy	+4,343	New	+$2.8M	1.61%	11

Other funds holding META

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Secured Retirement Advisors's META Position: Q2 2026 in Review

Secured Retirement Advisors increased its Meta Platforms (Facebook) (META) stake by 246% in Q2 2026, buying an estimated $2.43M and bringing the position to 5,585 shares worth $3.15M. The position accounts for 1.61% of the portfolio, ranked #9.

Secured Retirement Advisors first reported a position in META in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.34M in Q2 2025. 1,093 funds tracked by Wall St. Rank hold META as of Q2 2026.

Secured Retirement Advisors held 5,585 shares of Meta Platforms (Facebook) worth $3.15M as of Q2 2026.
Secured Retirement Advisors bought 3,971 Meta Platforms (Facebook) shares in Q2 2026, an estimated $2.43M.
Meta Platforms (Facebook) made up 1.61% of Secured Retirement Advisors's portfolio in Q2 2026, its #9 holding.
Secured Retirement Advisors first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 6 quarters since.
Secured Retirement Advisors's Meta Platforms (Facebook) position peaked at $3.34M in Q2 2025.
1,093 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.