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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25.6M Buy
45,403
+13,996
+45% +$8.56M 1.58% 11
2026
Q1
$18M Buy
31,407
+1,201
+4% +$770K 1.25% 15
2025
Q4
$19.9M Buy
30,206
+21,095
+232% +$14.1M 1.37% 15
2025
Q3
$6.69M Buy
9,111
+283
+3% +$211K 0.5% 65
2025
Q2
$6.52M Buy
+8,828
New +$5.45M 0.51% 64
2024
Q4
$3.95M Buy
5,426
+2,678
+97% +$1.57M 0.33% 85
2024
Q3
$1.57M Buy
2,748
+11
+0.4% +$5.66K 0.15% 112
2024
Q2
$1.38M Sell
2,737
-139
-5% -$67.6K 0.14% 114
2024
Q1
$1.4M Buy
2,876
+106
+4% +$47.3K 0.15% 110
2023
Q4
$980K Sell
2,770
-275
-9% -$89.6K 0.12% 128
2023
Q3
$914K Buy
3,045
+27
+0.9% +$8.13K 0.12% 161
2023
Q2
$866K Sell
3,018
-155
-5% -$38.2K 0.11% 160
2023
Q1
$672K Sell
3,173
-655
-17% -$112K 0.1% 151
2022
Q4
$461K Sell
3,828
-268
-7% -$31.5K 0.09% 177
2022
Q3
$556K Buy
4,096
+40
+1% +$6.48K 0.12% 167
2022
Q2
$654K Sell
4,056
-8,084
-67% -$1.56M 0.14% 144
2022
Q1
$2.7M Sell
12,140
-1,730
-12% -$432K 0.53% 59
2021
Q4
$4.67M Buy
13,870
+4,676
+51% +$1.55M 0.88% 26
2021
Q3
$3.12M Buy
9,194
+2,443
+36% +$880K 0.92% 22
2021
Q2
$2.35M Buy
6,751
+233
+4% +$74.7K 0.77% 31
2021
Q1
$1.92M Buy
6,518
+1,353
+26% +$364K 0.77% 29
2020
Q4
$1.41M Buy
5,165
+878
+20% +$241K 0.59% 42
2020
Q3
$1.12M Buy
4,287
+593
+16% +$153K 0.57% 52
2020
Q2
$839K Buy
3,694
+554
+18% +$116K 0.43% 70
2020
Q1
$645K Hold
3,140
0.34% 85
2019
Q4
$645K Sell
3,140
-1,044
-25% -$202K 0.34% 85
2019
Q3
$186K Buy
4,184
+763
+22% +$145K 0.96% 33
2019
Q2
$660K Sell
3,421
-1,000
-23% -$183K 0.32% 82
2019
Q1
$746K Buy
4,421
+493
+13% +$78.4K 0.34% 84
2018
Q4
$572K Sell
3,928
-406
-9% -$58.8K 0.29% 88
2018
Q3
$713K Sell
4,334
-548
-11% -$99.2K 0.38% 78
2018
Q2
$180K Sell
4,882
-1,811
-27% -$327K 0.1% 148
2018
Q1
$1.07M Buy
6,693
+569
+9% +$102K 0.55% 58
2017
Q4
$1.1M Buy
+6,124
New +$1.08M 0.61% 51

Other funds holding META

Strategic Wealth Partners's META Position: Q2 2026 in Review

Strategic Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 45% in Q2 2026, buying an estimated $8.56M and bringing the position to 45,403 shares worth $25.6M. The position accounts for 1.58% of the portfolio, ranked #11.

Strategic Wealth Partners first reported a position in META in Q4 2017 and has held it in 34 quarters since. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Strategic Wealth Partners held 45,403 shares of Meta Platforms (Facebook) worth $25.6M as of Q2 2026.
  • Strategic Wealth Partners bought 13,996 Meta Platforms (Facebook) shares in Q2 2026, an estimated $8.56M.
  • Meta Platforms (Facebook) made up 1.58% of Strategic Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Strategic Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 34 quarters since.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.