TWM
META icon

Thrive Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Thrive Wealth Management’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 		$1.84M Sell
3,271
-251
-7% -$153K 0.23% 50
2026
Q1 		$2.02M Buy
3,522
+549
+18% +$352K 0.3% 42
2025
Q4 		$1.96M Sell
2,973
-50
-2% -$33.4K 0.29% 42
2025
Q3 		$2.22M Buy
3,023
+85
+3% +$63.3K 0.33% 38
2025
Q2 		$2.17M Buy
2,938
+114
+4% +$70.4K 0.35% 36
2025
Q1 		$1.63M Buy
2,824
+19
+0.7% +$12.3K 0.31% 38
2024
Q4 		$1.64M Sell
2,805
-1
-0% -$587 0.3% 41
2024
Q3 		$1.61M Sell
2,806
-112
-4% -$57.6K 0.29% 41
2024
Q2 		$1.47M Buy
2,918
+89
+3% +$43.3K 0.29% 41
2024
Q1 		$1.37M Buy
2,829
+176
+7% +$78.5K 0.28% 42
2023
Q4 		$939K Buy
2,653
+2
+0.1% +$651 0.21% 61
2023
Q3 		$796K Buy
2,651
+18
+0.7% +$5.42K 0.21% 66
2023
Q2 		$756K Sell
2,633
-1,520
-37% -$375K 0.2% 75
2023
Q1 		$880K Sell
4,153
-388
-9% -$66.1K 0.23% 55
2022
Q4 		$546K Buy
4,541
+448
+11% +$52.6K 0.16% 82
2022
Q3 		$555K Buy
4,093
+563
+16% +$91.3K 0.19% 76
2022
Q2 		$569K Buy
3,530
+231
+7% +$44.6K 0.2% 68
2022
Q1 		$734K Sell
3,299
-85
-3% -$21.2K 0.22% 53
2021
Q4 		$1.14M Buy
+3,384
New +$1.12M 0.39% 32

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

Thrive Wealth Management's META Position: Q2 2026 in Review

Thrive Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 7.1% in Q2 2026, selling an estimated $153K and leaving 3,271 shares worth $1.84M. The position accounts for 0.23% of the portfolio, ranked #50.

Thrive Wealth Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.22M in Q3 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Thrive Wealth Management held 3,271 shares of Meta Platforms (Facebook) worth $1.84M as of Q2 2026.
  • Thrive Wealth Management sold 251 Meta Platforms (Facebook) shares in Q2 2026, an estimated $153K.
  • Meta Platforms (Facebook) made up 0.23% of Thrive Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Thrive Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Meta Platforms (Facebook) position peaked at $2.22M in Q3 2025.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.