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Summit Financial Strategies’s Meta Platforms (Facebook) META Stock Holding History

Summit Financial Strategies’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 		$525K Buy
932
+135
+17% +$82.5K 0.04% 96
2026
Q1 		$456K Buy
797
+56
+8% +$35.9K 0.04% 101
2025
Q4 		$489K Buy
741
+145
+24% +$96.8K 0.04% 90
2025
Q3 		$437K Sell
596
-105
-15% -$78.2K 0.04% 101
2025
Q2 		$518K Buy
701
+46
+7% +$28.4K 0.05% 86
2025
Q1 		$378K Buy
655
+72
+12% +$46.5K 0.04% 99
2024
Q4 		$342K Buy
583
+15
+3% +$8.8K 0.04% 107
2024
Q3 		$325K Buy
568
+157
+38% +$80.8K 0.04% 112
2024
Q2 		$207K Sell
411
-265
-39% -$129K 0.03% 138
2024
Q1 		$328K Buy
676
+11
+2% +$4.91K 0.05% 106
2023
Q4 		$235K Buy
+665
New +$217K 0.04% 124
2022
Q1 		– Sell
-972
Closed -$327K – 127
2021
Q4 		$327K Buy
972
+16
+2% +$5.31K 0.06% 86
2021
Q3 		$324K Buy
956
+28
+3% +$10.1K 0.06% 86
2021
Q2 		$323K Sell
928
-86
-8% -$27.6K 0.06% 86
2021
Q1 		$299K Buy
1,014
+268
+36% +$72.2K 0.11% 53
2020
Q4 		$204K Sell
746
-335
-31% -$91.8K 0.07% 80
2020
Q3 		$283K Sell
1,081
-19
-2% -$4.9K 0.12% 63
2020
Q2 		$250K Buy
+1,100
New +$230K 0.11% 63
2018
Q3 		– Sell
-1,641
Closed -$319K – 62
2018
Q2 		$319K Buy
1,641
+388
+31% +$70.1K 0.16% 33
2018
Q1 		$200K Sell
1,253
-78
-6% -$14K 0.1% 52
2017
Q4 		$235K Buy
1,331
+5
+0.4% +$884 0.12% 49
2017
Q3 		$227K Buy
+1,326
New +$221K 0.13% 45

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Summit Financial Strategies's META Position: Q2 2026 in Review

Summit Financial Strategies increased its Meta Platforms (Facebook) (META) stake by 17% in Q2 2026, buying an estimated $82.5K and bringing the position to 932 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #96.

Summit Financial Strategies first reported a position in META in Q3 2017 and has held it in 22 quarters since. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Summit Financial Strategies held 932 shares of Meta Platforms (Facebook) worth $525K as of Q2 2026.
  • Summit Financial Strategies bought 135 Meta Platforms (Facebook) shares in Q2 2026, an estimated $82.5K.
  • Meta Platforms (Facebook) made up 0.04% of Summit Financial Strategies's portfolio in Q2 2026, its #96 holding.
  • Summit Financial Strategies first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 22 quarters since.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.