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TradeWell Securities’s Meta Platforms (Facebook) META Stock Holding History

TradeWell Securities’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 		$9.31M Buy
16,521
+142
+0.9% +$86.8K 3.32% 7
2026
Q1 		$9.35M Buy
16,379
+879
+6% +$563K 3.94% 5
2025
Q4 		$10.2M Buy
15,500
+500
+3% +$334K 3.98% 6
2025
Q3 		$10.8M Buy
15,000
+88
+0.6% +$65.5K 4.52% 5
2025
Q2 		$11M Buy
14,912
+771
+5% +$476K 5.26% 5
2025
Q1 		$8.15M Sell
14,141
-100
-0.7% -$64.5K 4.49% 5
2024
Q4 		$8.34M Buy
+14,241
New +$8.36M 4.32% 5

Other funds holding META

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TradeWell Securities's META Position: Q2 2026 in Review

TradeWell Securities increased its Meta Platforms (Facebook) (META) stake by 0.87% in Q2 2026, buying an estimated $86.8K and bringing the position to 16,521 shares worth $9.31M. The position accounts for 3.32% of the portfolio, ranked #7.

TradeWell Securities first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $11M in Q2 2025. 2,432 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • TradeWell Securities held 16,521 shares of Meta Platforms (Facebook) worth $9.31M as of Q2 2026.
  • TradeWell Securities bought 142 Meta Platforms (Facebook) shares in Q2 2026, an estimated $86.8K.
  • Meta Platforms (Facebook) made up 3.32% of TradeWell Securities's portfolio in Q2 2026, its #7 holding.
  • TradeWell Securities first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • TradeWell Securities's Meta Platforms (Facebook) position peaked at $11M in Q2 2025.
  • 2,432 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.