Summit Wealth Group (Colorado)’s Meta Platforms (Facebook) META Stock Holding History

Summit Wealth Group (Colorado)’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	$2.14M	Buy	3,807 +478	+14%	+$292K	0.18%	71
2026 Q1	$1.9M	Buy	3,329 +810	+32%	+$519K	0.2%	67
2025 Q4	$1.66M	Buy	+2,519	New	+$1.68M	0.22%	66
2025 Q3	–	Sell	-2,136	Closed	-$1.58M	–	386
2025 Q2	$1.58M	Buy	+2,136	New	+$1.32M	0.4%	64

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Summit Wealth Group (Colorado)'s META Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Meta Platforms (Facebook) (META) stake by 14% in Q2 2026, buying an estimated $292K and bringing the position to 3,807 shares worth $2.14M. The position accounts for 0.18% of the portfolio, ranked #71.

Summit Wealth Group (Colorado) first reported a position in META in Q2 2025 and has held it in 4 quarters since. 1,983 funds tracked by Wall St. Rank hold META as of Q2 2026.

Summit Wealth Group (Colorado) held 3,807 shares of Meta Platforms (Facebook) worth $2.14M as of Q2 2026.
Summit Wealth Group (Colorado) bought 478 Meta Platforms (Facebook) shares in Q2 2026, an estimated $292K.
Meta Platforms (Facebook) made up 0.18% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #71 holding.
Summit Wealth Group (Colorado) first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 4 quarters since.
1,983 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.