Spectrum Planning & Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

Spectrum Planning & Advisory Services’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	$441K	Sell	784 -92	-11%	-$56.3K	0.2%	68
2026 Q1	$501K	Sell	876 -2	-0.2%	-$1.28K	0.25%	60
2025 Q4	$580K	Hold	878	–	–	0.3%	58
2025 Q3	$645K	Buy	878 +171	+24%	+$127K	0.36%	50
2025 Q2	$522K	Hold	707	–	–	0.34%	51
2025 Q1	$407K	Buy	707 +1	+0.1%	+$645	0.34%	45
2024 Q4	$414K	Hold	706	–	–	0.36%	39
2024 Q3	$404K	Sell	706 -122	-15%	-$62.8K	0.39%	37
2024 Q2	$430K	Buy	+828	New	+$402K	0.41%	35
2023 Q4	$293K	Hold	827	–	–	0.41%	36
2023 Q3	$248K	Hold	827	–	–	0.39%	34
2023 Q2	$237K	Buy	+827	New	+$204K	0.35%	35
2022 Q1	–	Sell	-687	Closed	-$231K	–	47
2021 Q4	$231K	Buy	+687	New	+$228K	0.21%	48

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Spectrum Planning & Advisory Services's META Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, selling an estimated $56.3K and leaving 784 shares worth $441K. The position accounts for 0.2% of the portfolio, ranked #68.

Spectrum Planning & Advisory Services first reported a position in META in Q4 2021 and has held it in 13 quarters since. The position peaked at $645K in Q3 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

Spectrum Planning & Advisory Services held 784 shares of Meta Platforms (Facebook) worth $441K as of Q2 2026.
Spectrum Planning & Advisory Services sold 92 Meta Platforms (Facebook) shares in Q2 2026, an estimated $56.3K.
Meta Platforms (Facebook) made up 0.2% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #68 holding.
Spectrum Planning & Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 13 quarters since.
Spectrum Planning & Advisory Services's Meta Platforms (Facebook) position peaked at $645K in Q3 2025.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.