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

StoneCrest 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	$5.06M	Sell	8,983 -10	-0.1%	-$6.12K	1.62%	25
2026 Q1	$5.15M	Sell	8,993 -72	-0.8%	-$46.1K	2.18%	16
2025 Q4	$5.98M	Buy	9,065 +442	+5%	+$295K	2.41%	14
2025 Q3	$6.33M	Sell	8,623 -12	-0.1%	-$8.93K	2.77%	10
2025 Q2	$6.37M	Sell	8,635 -50	-0.6%	-$30.9K	3.04%	10
2025 Q1	$5.01M	Sell	8,685 -101	-1%	-$65.2K	3.18%	10
2024 Q4	$5.14M	Buy	8,786 +166	+2%	+$97.4K	3.36%	10
2024 Q3	$4.93M	Buy	8,620 +282	+3%	+$145K	3.59%	10
2024 Q2	$4.2M	Buy	8,338 +6,511	+356%	+$3.16M	3.21%	12
2024 Q1	$887K	Buy	1,827 +477	+35%	+$213K	0.77%	32
2023 Q4	$478K	Buy	+1,350	New	+$440K	0.46%	39

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

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

StoneCrest Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.11% in Q2 2026, selling an estimated $6.12K and leaving 8,983 shares worth $5.06M. The position accounts for 1.62% of the portfolio, ranked #25.

StoneCrest Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.37M in Q2 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

StoneCrest Wealth Management held 8,983 shares of Meta Platforms (Facebook) worth $5.06M as of Q2 2026.
StoneCrest Wealth Management sold 10 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.12K.
Meta Platforms (Facebook) made up 1.62% of StoneCrest Wealth Management's portfolio in Q2 2026, its #25 holding.
StoneCrest Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's Meta Platforms (Facebook) position peaked at $6.37M in Q2 2025.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.