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

SteelPeak Wealth’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	–	Hold	0	–	–	–	248
2026 Q1	–	Hold	0	–	–	–	204
2025 Q4	–	Hold	0	–	–	–	252
2025 Q3	–	Hold	0	–	–	–	202
2025 Q2	–	Hold	0	–	–	–	163
2025 Q1	–	Hold	0	–	–	–	90
2024 Q4	–	Hold	0	–	–	–	248
2024 Q3	–	Hold	0	–	–	–	475
2024 Q2	–	Hold	0	–	–	–	267
2024 Q1	–	Hold	0	–	–	–	279
2023 Q4	–	Hold	0	–	–	–	109
2023 Q3	–	Hold	0	–	–	–	120
2023 Q2	–	Hold	0	–	–	–	92
2023 Q1	–	Hold	0	–	–	–	303
2022 Q2	–	Sell	-35,200	Closed	-$7.83M	–	449
2022 Q1	$7.83M	Buy	35,200 +20,700	+143%	+$5.17M	0.44%	56
2021 Q4	$4.88M	Buy	14,500 +11,000	+314%	+$3.65M	0.28%	79
2021 Q3	$1.19M	Hold	3,500	–	–	0.08%	149
2021 Q2	$1.22M	Buy	+3,500	New	+$1.12M	0.09%	159
2020 Q3	–	Sell	-400	Closed	-$91K	–	317
2020 Q2	$91K	Buy	+400	New	+$83.5K	0.01%	248

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

SteelPeak Wealth's META Position: Q2 2026 in Review

SteelPeak Wealth increased its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, buying an estimated $7.33M and bringing the position to 119,604 shares worth $67.4M. The position accounts for 1.74% of the portfolio, ranked #13.

SteelPeak Wealth first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $74.1M in Q3 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

SteelPeak Wealth held 119,604 shares of Meta Platforms (Facebook) worth $67.4M as of Q2 2026.
SteelPeak Wealth bought 11,993 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.33M.
Meta Platforms (Facebook) made up 1.74% of SteelPeak Wealth's portfolio in Q2 2026, its #13 holding.
SteelPeak Wealth first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
SteelPeak Wealth's Meta Platforms (Facebook) position peaked at $74.1M in Q3 2025.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.