TCI Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

TCI Wealth 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
2025 Q2	–	Sell	-500	Closed	-$288K	–	262
2025 Q1	$288K	Buy	+500	New	+$323K	0.02%	175
2021 Q2	–	Sell	-2,000	Closed	-$589K	–	2397
2021 Q1	$589K	Buy	2,000 +1,000	+100%	+$269K	0.25%	85
2020 Q4	$273K	Sell	1,000 -500	-33%	-$137K	0.12%	138
2020 Q3	$393K	Buy	+1,500	New	+$387K	0.16%	102
2020 Q2	–	Sell	-2,500	Closed	-$417K	–	1586
2020 Q1	$417K	Buy	+2,500	New	+$489K	0.21%	84
2019 Q1	–	Sell	-4,000	Closed	-$524K	–	1489
2018 Q4	$524K	Buy	4,000 +1,000	+33%	+$145K	0.25%	78
2018 Q3	$493K	Buy	+3,000	New	+$543K	0.21%	88
2018 Q2	–	Sell	-1,000	Closed	-$160K	–	1563
2018 Q1	$160K	Buy	+1,000	New	+$180K	0.07%	159

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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) 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

TCI Wealth Advisors's META Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, selling an estimated $35.5K and leaving 2,988 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #79.

TCI Wealth Advisors first reported a position in META in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.48M in Q3 2025. 2,242 funds tracked by Wall St. Rank hold META as of Q2 2026.

TCI Wealth Advisors held 2,988 shares of Meta Platforms (Facebook) worth $1.68M as of Q2 2026.
TCI Wealth Advisors sold 58 Meta Platforms (Facebook) shares in Q2 2026, an estimated $35.5K.
Meta Platforms (Facebook) made up 0.07% of TCI Wealth Advisors's portfolio in Q2 2026, its #79 holding.
TCI Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 53 quarters since.
TCI Wealth Advisors's Meta Platforms (Facebook) position peaked at $2.48M in Q3 2025.
2,242 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.