ShankerValleau Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

ShankerValleau Wealth 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	$319K	Sell	567 -50	-8%	-$30.6K	0.08%	30
2026 Q1	$353K	Hold	617	–	–	0.1%	27
2025 Q4	$407K	Hold	617	–	–	0.11%	26
2025 Q3	$453K	Hold	617	–	–	0.12%	26
2025 Q2	$455K	Hold	617	–	–	0.13%	23
2025 Q1	$356K	Hold	617	–	–	0.12%	24
2024 Q4	$361K	Buy	+617	New	+$362K	0.12%	24

Other funds holding META

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FWIA

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ShankerValleau Wealth Advisors's META Position: Q2 2026 in Review

ShankerValleau Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 8.1% in Q2 2026, selling an estimated $30.6K and leaving 567 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #30.

ShankerValleau Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q2 2025. 1,464 funds tracked by Wall St. Rank hold META as of Q2 2026.

ShankerValleau Wealth Advisors held 567 shares of Meta Platforms (Facebook) worth $319K as of Q2 2026.
ShankerValleau Wealth Advisors sold 50 Meta Platforms (Facebook) shares in Q2 2026, an estimated $30.6K.
Meta Platforms (Facebook) made up 0.08% of ShankerValleau Wealth Advisors's portfolio in Q2 2026, its #30 holding.
ShankerValleau Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
ShankerValleau Wealth Advisors's Meta Platforms (Facebook) position peaked at $455K in Q2 2025.
1,464 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on ShankerValleau Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.