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

Teamwork 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 		$19.4M Buy
34,451
+2,162
+7% +$1.32M 1.76% 16
2026
Q1 		$18.5M Sell
32,289
-2,026
-6% -$1.3M 1.95% 11
2025
Q4 		$22.7M Buy
34,315
+9,002
+36% +$6.01M 2.29% 9
2025
Q3 		$18.6M Sell
25,313
-9,124
-26% -$6.79M 1.92% 11
2025
Q2 		$25.5M Buy
34,437
+2,759
+9% +$1.7M 2.95% 8
2025
Q1 		$18.3M Buy
31,678
+3,403
+12% +$2.2M 2.43% 15
2024
Q4 		$16.6M Buy
28,275
+434
+2% +$255K 2.15% 17
2024
Q3 		$15.9M Sell
27,841
-1,578
-5% -$812K 2.21% 17
2024
Q2 		$14.8M Buy
29,419
+2,213
+8% +$1.08M 2.2% 15
2024
Q1 		$13.2M Buy
27,206
+7,285
+37% +$3.25M 2.03% 11
2023
Q4 		$7.05M Sell
19,921
-1,219
-6% -$397K 1.21% 16
2023
Q3 		$6.35M Buy
21,140
+13,981
+195% +$4.21M 1.04% 23
2023
Q2 		$2.05M Buy
7,159
+2,098
+41% +$518K 0.33% 52
2023
Q1 		$1.07M Sell
5,061
-1,829
-27% -$311K 0.2% 80
2022
Q4 		$829K Buy
6,890
+1,142
+20% +$134K 0.17% 89
2022
Q3 		$780K Buy
5,748
+3,194
+125% +$518K 0.17% 88
2022
Q2 		$412K Sell
2,554
-498
-16% -$96.1K 0.09% 152
2022
Q1 		$679K Buy
3,052
+1,426
+88% +$356K 0.13% 139
2021
Q4 		$547K Sell
1,626
-30
-2% -$9.96K 0.1% 182
2021
Q3 		$562K Buy
1,656
+493
+42% +$178K 0.11% 147
2021
Q2 		$404K Buy
1,163
+110
+10% +$35.3K 0.08% 177
2021
Q1 		$310K Buy
+1,053
New +$284K 0.07% 187

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Teamwork Financial Advisors's META Position: Q2 2026 in Review

Teamwork Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 6.7% in Q2 2026, buying an estimated $1.32M and bringing the position to 34,451 shares worth $19.4M. The position accounts for 1.76% of the portfolio, ranked #16.

Teamwork Financial Advisors first reported a position in META in Q1 2021 and has held it in 22 quarters since. The position peaked at $25.5M in Q2 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Teamwork Financial Advisors held 34,451 shares of Meta Platforms (Facebook) worth $19.4M as of Q2 2026.
  • Teamwork Financial Advisors bought 2,162 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.32M.
  • Meta Platforms (Facebook) made up 1.76% of Teamwork Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Teamwork Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 22 quarters since.
  • Teamwork Financial Advisors's Meta Platforms (Facebook) position peaked at $25.5M in Q2 2025.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.