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Semus Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Semus Wealth Partners’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 		$2.83M Buy
5,018
+494
+11% +$302K 1.37% 19
2026
Q1 		$2.59M Buy
4,524
+797
+21% +$511K 1.45% 18
2025
Q4 		$2.46M Buy
3,727
+349
+10% +$233K 1.33% 19
2025
Q3 		$2.48M Sell
3,378
-20
-0.6% -$14.9K 1.4% 19
2025
Q2 		$2.51M Buy
3,398
+141
+4% +$87.1K 1.63% 19
2025
Q1 		$1.88M Sell
3,257
-2
-0.1% -$1.29K 1.31% 19
2024
Q4 		$1.91M Buy
3,259
+408
+14% +$239K 1.26% 19
2024
Q3 		$1.63M Buy
2,851
+345
+14% +$178K 1.14% 21
2024
Q2 		$1.26M Buy
2,506
+159
+7% +$77.3K 0.98% 24
2024
Q1 		$1.14M Buy
2,347
+157
+7% +$70K 0.96% 22
2023
Q4 		$775K Buy
2,190
+309
+16% +$101K 0.64% 35
2023
Q3 		$565K Buy
1,881
+50
+3% +$15.1K 0.53% 42
2023
Q2 		$525K Buy
1,831
+62
+4% +$15.3K 0.48% 51
2023
Q1 		$375K Sell
1,769
-164
-8% -$27.9K 0.4% 57
2022
Q4 		$233K Buy
+1,933
New +$227K 0.28% 94

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Semus Wealth Partners's META Position: Q2 2026 in Review

Semus Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, buying an estimated $302K and bringing the position to 5,018 shares worth $2.83M. The position accounts for 1.37% of the portfolio, ranked #19.

Semus Wealth Partners first reported a position in META in Q4 2022 and has held it in 15 quarters since. 5,073 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Semus Wealth Partners held 5,018 shares of Meta Platforms (Facebook) worth $2.83M as of Q2 2026.
  • Semus Wealth Partners bought 494 Meta Platforms (Facebook) shares in Q2 2026, an estimated $302K.
  • Meta Platforms (Facebook) made up 1.37% of Semus Wealth Partners's portfolio in Q2 2026, its #19 holding.
  • Semus Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • 5,073 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.