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

Smallwood Wealth Investment 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	$325K	Sell	576 -78	-12%	-$47.7K	0.14%	68
2026 Q1	$374K	Buy	654 +10	+2%	+$6.41K	0.2%	53
2025 Q4	$425K	Buy	644 +9	+1%	+$6.01K	0.22%	51
2025 Q3	$466K	Buy	635 +12	+2%	+$8.93K	0.24%	53
2025 Q2	$460K	Buy	623 +151	+32%	+$93.3K	0.26%	48
2025 Q1	$272K	Sell	472 -40	-8%	-$25.8K	0.17%	65
2024 Q4	$300K	Buy	512 +81	+19%	+$47.5K	0.2%	62
2024 Q3	$247K	Buy	431 +15	+4%	+$7.72K	0.18%	63
2024 Q2	$210K	Buy	+416	New	+$202K	0.16%	63
2022 Q2	–	Sell	-901	Closed	-$200K	–	63
2022 Q1	$200K	Sell	901 -3	-0.3%	-$750	0.19%	55
2021 Q4	$304K	Buy	+904	New	+$300K	0.28%	44

Other funds holding META

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

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) 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

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

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 Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Smallwood Wealth Investment Management's META Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Meta Platforms (Facebook) (META) stake by 12% in Q2 2026, selling an estimated $47.7K and leaving 576 shares worth $325K. The position accounts for 0.14% of the portfolio, ranked #68.

Smallwood Wealth Investment Management first reported a position in META in Q4 2021 and has held it in 11 quarters since. The position peaked at $466K in Q3 2025. 2,121 funds tracked by Wall St. Rank hold META as of Q2 2026.

Smallwood Wealth Investment Management held 576 shares of Meta Platforms (Facebook) worth $325K as of Q2 2026.
Smallwood Wealth Investment Management sold 78 Meta Platforms (Facebook) shares in Q2 2026, an estimated $47.7K.
Meta Platforms (Facebook) made up 0.14% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #68 holding.
Smallwood Wealth Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 11 quarters since.
Smallwood Wealth Investment Management's Meta Platforms (Facebook) position peaked at $466K in Q3 2025.
2,121 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.