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

Summit Place Financial Advisors’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 		– Sell
-375
Closed -$215K – 114
2026
Q1 		$215K Buy
+375
New +$240K 0.1% 104
2025
Q4 		– Sell
-358
Closed -$263K – 102
2025
Q3 		$263K Buy
358
+80
+29% +$59.5K 0.12% 90
2025
Q2 		$205K Buy
+278
New +$172K 0.1% 90

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
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Summit Place Financial Advisors's META Position: Q2 2026 in Review

Summit Place Financial Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 375 shares — an estimated $215K sold.

Summit Place Financial Advisors first reported a position in META in Q2 2025 and held it in 3 quarters. The position peaked at $263K in Q3 2025. 2,215 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Summit Place Financial Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
  • Summit Place Financial Advisors sold 375 Meta Platforms (Facebook) shares in Q2 2026, an estimated $215K.
  • Summit Place Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2025 and held it in 3 quarters.
  • Summit Place Financial Advisors's Meta Platforms (Facebook) position peaked at $263K in Q3 2025.
  • 2,215 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.