TA
META icon

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

TrueWealth 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 		$271K Sell
482
-44
-8% -$26.9K 0.06% 207
2026
Q1 		$301K Sell
526
-886
-63% -$568K 0.08% 200
2025
Q4 		$932K Buy
1,412
+969
+219% +$647K 0.24% 78
2025
Q3 		$325K Sell
443
-107
-19% -$79.6K 0.09% 174
2025
Q2 		$406K Sell
550
-30
-5% -$18.5K 0.12% 145
2025
Q1 		$334K Sell
580
-16
-3% -$10.3K 0.11% 152
2024
Q4 		$349K Sell
596
-484
-45% -$284K 0.12% 154
2024
Q3 		$618K Buy
1,080
+133
+14% +$68.4K 0.21% 91
2024
Q2 		$478K Buy
947
+381
+67% +$185K 0.18% 100
2024
Q1 		$275K Buy
+566
New +$252K 0.11% 165
2022
Q2 		– Sell
-744
Closed -$250K – 184
2022
Q1 		$250K Hold
744
– – 0.11% 148
2021
Q4 		$250K Buy
+744
New +$247K 0.11% 148
2021
Q3 		– Sell
-599
Closed -$208K – 144
2021
Q2 		$208K Buy
+599
New +$192K 0.12% 123

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TrueWealth Advisors's META Position: Q2 2026 in Review

TrueWealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 8.4% in Q2 2026, selling an estimated $26.9K and leaving 482 shares worth $271K. The position accounts for 0.06% of the portfolio, ranked #207.

TrueWealth Advisors first reported a position in META in Q2 2021 and has held it in 13 quarters since. The position peaked at $932K in Q4 2025. 2,365 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • TrueWealth Advisors held 482 shares of Meta Platforms (Facebook) worth $271K as of Q2 2026.
  • TrueWealth Advisors sold 44 Meta Platforms (Facebook) shares in Q2 2026, an estimated $26.9K.
  • Meta Platforms (Facebook) made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #207 holding.
  • TrueWealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 13 quarters since.
  • TrueWealth Advisors's Meta Platforms (Facebook) position peaked at $932K in Q4 2025.
  • 2,365 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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