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Soltis Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Soltis Investment 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 		$15.1M Buy
26,836
+981
+4% +$600K 0.84% 20
2026
Q1 		$14.8M Buy
25,855
+1,386
+6% +$888K 0.93% 15
2025
Q4 		$16.2M Sell
24,469
-2,534
-9% -$1.69M 1.06% 13
2025
Q3 		$19.8M Buy
27,003
+2,822
+12% +$2.1M 1.37% 13
2025
Q2 		$17.8M Buy
24,181
+3,585
+17% +$2.22M 1.4% 14
2025
Q1 		$11.9M Sell
20,596
-128
-0.6% -$82.6K 1.06% 16
2024
Q4 		$12.1M Sell
20,724
-738
-3% -$433K 1.12% 14
2024
Q3 		$12.3M Buy
21,462
+4,289
+25% +$2.21M 1.2% 14
2024
Q2 		$8.66M Buy
17,173
+2,879
+20% +$1.4M 0.92% 19
2024
Q1 		$6.94M Buy
14,294
+1,758
+14% +$784K 0.78% 33
2023
Q4 		$4.44M Buy
12,536
+1,399
+13% +$456K 0.5% 66
2023
Q3 		$3.34M Buy
11,137
+9,214
+479% +$2.78M 0.43% 76
2023
Q2 		$552K Buy
1,923
+17
+0.9% +$4.2K 0.06% 163
2023
Q1 		$404K Hold
1,906
– – 0.05% 181
2022
Q4 		$229K Sell
1,906
-214
-10% -$25.1K 0.03% 227
2022
Q3 		$288K Sell
2,120
-232
-10% -$37.6K 0.04% 193
2022
Q2 		$379K Buy
2,352
+351
+18% +$67.7K 0.06% 177
2022
Q1 		$445K Sell
2,001
-6,937
-78% -$1.73M 0.06% 170
2021
Q4 		$3.01M Buy
8,938
+1,592
+22% +$529K 0.42% 48
2021
Q3 		$2.49M Buy
7,346
+286
+4% +$103K 0.39% 55
2021
Q2 		$2.46M Buy
7,060
+1,743
+33% +$559K 0.39% 53
2021
Q1 		$1.57M Buy
5,317
+2,097
+65% +$565K 0.29% 69
2020
Q4 		$880K Buy
3,220
+1,729
+116% +$474K 0.16% 103
2020
Q3 		$390K Buy
1,491
+171
+13% +$44.1K 0.09% 142
2020
Q2 		$300K Sell
1,320
-99
-7% -$20.7K 0.08% 155
2020
Q1 		$237K Buy
+1,419
New +$278K 0.07% 143

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Soltis Investment Advisors's META Position: Q2 2026 in Review

Soltis Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 3.8% in Q2 2026, buying an estimated $600K and bringing the position to 26,836 shares worth $15.1M. The position accounts for 0.84% of the portfolio, ranked #20.

Soltis Investment Advisors first reported a position in META in Q1 2020 and has held it in 26 quarters since. The position peaked at $19.8M in Q3 2025. 2,380 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Soltis Investment Advisors held 26,836 shares of Meta Platforms (Facebook) worth $15.1M as of Q2 2026.
  • Soltis Investment Advisors bought 981 Meta Platforms (Facebook) shares in Q2 2026, an estimated $600K.
  • Meta Platforms (Facebook) made up 0.84% of Soltis Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Soltis Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Meta Platforms (Facebook) position peaked at $19.8M in Q3 2025.
  • 2,380 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.