Sincerus Advisory’s Meta Platforms (Facebook) META Stock Holding History

Sincerus Advisory’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	$1.3M	Buy	2,314 +37	+2%	+$22.6K	0.89%	34
2026 Q1	$1.3M	Buy	2,277 +881	+63%	+$565K	0.99%	31
2025 Q4	$922K	Buy	1,396 +37	+3%	+$24.7K	0.74%	37
2025 Q3	$998K	Sell	1,359 -554	-29%	-$412K	0.86%	37
2025 Q2	$1.36M	Buy	1,913 +107	+6%	+$66.1K	1.28%	24
2025 Q1	$1.04M	Buy	1,806 +103	+6%	+$66.5K	1.1%	30
2024 Q4	$997K	Buy	+1,703	New	+$1,000K	1.07%	32

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GIA

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

Sincerus Advisory's META Position: Q2 2026 in Review

Sincerus Advisory increased its Meta Platforms (Facebook) (META) stake by 1.6% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,314 shares worth $1.3M. The position accounts for 0.89% of the portfolio, ranked #34.

Sincerus Advisory first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q2 2025. 1,299 funds tracked by Wall St. Rank hold META as of Q2 2026.

Sincerus Advisory held 2,314 shares of Meta Platforms (Facebook) worth $1.3M as of Q2 2026.
Sincerus Advisory bought 37 Meta Platforms (Facebook) shares in Q2 2026, an estimated $22.6K.
Meta Platforms (Facebook) made up 0.89% of Sincerus Advisory's portfolio in Q2 2026, its #34 holding.
Sincerus Advisory first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Sincerus Advisory's Meta Platforms (Facebook) position peaked at $1.36M in Q2 2025.
1,299 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Sincerus Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.