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

Spire Wealth 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 		$24.1M Sell
42,751
-10,305
-19% -$6.3M 0.73% 30
2026
Q1 		$30.4M Sell
53,056
-2,036
-4% -$1.3M 1.04% 13
2025
Q4 		$36.4M Sell
55,092
-2,299
-4% -$1.54M 1.22% 10
2025
Q3 		$42.1M Buy
57,391
+794
+1% +$591K 1.43% 9
2025
Q2 		$41.6M Sell
56,597
-14,299
-20% -$8.84M 1.49% 9
2025
Q1 		$40.9M Sell
70,896
-2,916
-4% -$1.88M 1.31% 10
2024
Q4 		$43.2M Buy
73,812
+7,246
+11% +$4.25M 1.34% 10
2024
Q3 		$38.1M Buy
66,566
+2,924
+5% +$1.5M 1.28% 11
2024
Q2 		$32.1M Sell
63,642
-2,363
-4% -$1.15M 1.13% 11
2024
Q1 		$50.5M Sell
66,005
-1,991
-3% -$888K 0.92% 26
2023
Q4 		$26.1M Buy
67,996
+7,942
+13% +$2.59M 0.86% 20
2023
Q3 		$18M Buy
60,054
+18,054
+43% +$5.44M 0.69% 28
2023
Q2 		$12.1M Sell
42,000
-5,528
-12% -$1.36M 0.45% 50
2023
Q1 		$10.1M Buy
47,528
+19,764
+71% +$3.37M 0.39% 54
2022
Q4 		$3.34M Sell
27,764
-300
-1% -$35.2K 0.19% 117
2022
Q3 		$3.81M Sell
28,064
-14,465
-34% -$2.34M 0.23% 98
2022
Q2 		$6.86M Sell
42,529
-34,461
-45% -$6.65M 0.28% 95
2022
Q1 		$17.2M Sell
76,990
-19,460
-20% -$4.86M 0.46% 46
2021
Q4 		$32.6M Sell
96,450
-29,383
-23% -$9.76M 0.72% 23
2021
Q3 		$42.7M Buy
125,833
+3,396
+3% +$1.22M 1.13% 11
2021
Q2 		$42.7M Sell
122,437
-6,039
-5% -$1.94M 1.15% 9
2021
Q1 		$37.5M Buy
+128,476
New +$34.6M 1% 12

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Spire Wealth Management's META Position: Q2 2026 in Review

Spire Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 19% in Q2 2026, selling an estimated $6.3M and leaving 42,751 shares worth $24.1M. The position accounts for 0.73% of the portfolio, ranked #30.

Spire Wealth Management first reported a position in META in Q1 2021 and has held it in 22 quarters since. The position peaked at $50.5M in Q1 2024. 1,569 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Spire Wealth Management held 42,751 shares of Meta Platforms (Facebook) worth $24.1M as of Q2 2026.
  • Spire Wealth Management sold 10,305 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.3M.
  • Meta Platforms (Facebook) made up 0.73% of Spire Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Spire Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Meta Platforms (Facebook) position peaked at $50.5M in Q1 2024.
  • 1,569 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.