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Selective Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Selective Wealth 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 		$9.38M Buy
14,523
+10
+0.1% +$6.12K 2.46% 6
2026
Q1 		$9.71M Sell
14,513
-711
-5% -$456K 2.88% 5
2025
Q4 		$9.45M Sell
15,224
-359
-2% -$240K 2.95% 4
2025
Q3 		$11.1M Sell
15,583
-342
-2% -$255K 3.58% 4
2025
Q2 		$11.7M Sell
15,925
-352
-2% -$218K 4.26% 3
2025
Q1 		$8.85M Sell
16,277
-581
-3% -$375K 3.85% 4
2024
Q4 		$10M Sell
16,858
-1,598
-9% -$938K 4.07% 4
2024
Q3 		$10.9M Sell
18,456
-1,318
-7% -$678K 4.55% 3
2024
Q2 		$10.5M Sell
19,774
-1,446
-7% -$703K 4.62% 4
2024
Q1 		$11M Sell
21,220
-628
-3% -$280K 4.79% 4
2023
Q4 		$7.58M Sell
21,848
-1,854
-8% -$604K 3.82% 5
2023
Q3 		$7.24M Sell
23,702
-3,048
-11% -$918K 3.98% 5
2023
Q2 		$7.87M Buy
+26,750
New +$6.6M 3.92% 3
2022
Q4 		$4.17M Sell
29,885
-7,013
-19% -$824K 2.2% 12
2022
Q3 		$5.01M Sell
36,898
-5,123
-12% -$830K 2.15% 13
2022
Q2 		$6.78M Sell
42,021
-676
-2% -$130K 2.41% 11
2022
Q1 		$9.49M Buy
42,697
+10,185
+31% +$2.55M 3.44% 9
2021
Q4 		$10.9M Buy
32,512
+6,496
+25% +$2.16M 4.46% 4
2021
Q3 		$8.83M Buy
26,016
+25,247
+3,283% +$9.09M 4.68% 4
2021
Q2 		$267K Buy
769
+481
+167% +$154K 0.21% 54
2021
Q1 		$85K Sell
288
-27,178
-99% -$7.32M 0.08% 91
2020
Q4 		$7.5M Hold
27,466
– – 4.84% 7
2020
Q3 		$7.19M Sell
27,466
-138
-0.5% -$35.6K 5.64% 5
2020
Q2 		$6.27M Sell
27,604
-1,960
-7% -$409K 5.19% 6
2020
Q1 		$4.93M Buy
29,564
+4,260
+17% +$834K 7.72% 6
2019
Q4 		$5.19M Hold
25,304
– – 6.28% 7
2019
Q3 		$4.51M Sell
25,304
-1,651
-6% -$314K 6.2% 6
2019
Q2 		$5.2M Buy
26,955
+266
+1% +$48.6K 8.42% 5
2019
Q1 		$4.45M Buy
+26,689
New +$4.24M 5.37% 7
2018
Q3 		$24K Buy
+148
New +$26.8K 0.29% 49

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Selective Wealth Management's META Position: Q2 2026 in Review

Selective Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.07% in Q2 2026, buying an estimated $6.12K and bringing the position to 14,523 shares worth $9.38M. The position accounts for 2.46% of the portfolio, ranked #6.

Selective Wealth Management first reported a position in META in Q3 2018 and has held it in 30 quarters since. The position peaked at $11.7M in Q2 2025. 2,121 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Selective Wealth Management held 14,523 shares of Meta Platforms (Facebook) worth $9.38M as of Q2 2026.
  • Selective Wealth Management bought 10 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.12K.
  • Meta Platforms (Facebook) made up 2.46% of Selective Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Selective Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2018 and has held it in 30 quarters since.
  • Selective Wealth Management's Meta Platforms (Facebook) position peaked at $11.7M in Q2 2025.
  • 2,121 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.