SWP
META icon

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

Summit Wealth Partners’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 		$1.09M Buy
1,941
+112
+6% +$68.5K 0.16% 98
2026
Q1 		$1.05M Buy
1,829
+878
+92% +$563K 0.17% 98
2025
Q4 		$628K Buy
951
+83
+10% +$55.4K 0.12% 109
2025
Q3 		$638K Sell
868
-14
-2% -$10.4K 0.12% 119
2025
Q2 		$651K Sell
882
-45
-5% -$27.8K 0.12% 115
2025
Q1 		$534K Buy
927
+122
+15% +$78.7K 0.11% 122
2024
Q4 		$471K Buy
805
+8
+1% +$4.7K 0.1% 124
2024
Q3 		$456K Buy
797
+129
+19% +$66.4K 0.09% 144
2024
Q2 		$337K Hold
668
– – 0.07% 165
2024
Q1 		$324K Hold
668
– – 0.07% 169
2023
Q4 		$236K Sell
668
-71
-10% -$23.1K 0.05% 190
2023
Q3 		$222K Sell
739
-400
-35% -$121K 0.06% 172
2023
Q2 		$327K Sell
1,139
-2
-0.2% -$494 0.08% 138
2023
Q1 		$242K Buy
+1,141
New +$194K 0.06% 165

Other funds holding META

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Summit Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 6.1% in Q2 2026, buying an estimated $68.5K and bringing the position to 1,941 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #98.

Summit Wealth Partners first reported a position in META in Q1 2023 and has held it in 14 quarters since. 2,604 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Summit Wealth Partners held 1,941 shares of Meta Platforms (Facebook) worth $1.09M as of Q2 2026.
  • Summit Wealth Partners bought 112 Meta Platforms (Facebook) shares in Q2 2026, an estimated $68.5K.
  • Meta Platforms (Facebook) made up 0.16% of Summit Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Summit Wealth Partners first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 14 quarters since.
  • 2,604 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.