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

Tumwater 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	–	Sell	-506	Closed	-$289K	–	35
2026 Q1	$289K	Buy	506 +2	+0.4%	+$1.28K	0.12%	28
2025 Q4	$333K	Hold	504	–	–	0.14%	27
2025 Q3	$370K	Buy	504 +10	+2%	+$7.44K	0.16%	23
2025 Q2	$364K	Buy	494 +1	+0.2%	+$618	0.17%	24
2025 Q1	$284K	Buy	493 +60	+14%	+$38.7K	0.15%	27
2024 Q4	$253K	Buy	+433	New	+$254K	0.13%	27

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Tumwater Wealth Management sold out of Meta Platforms (Facebook) (META) in Q2 2026, closing a stake of 506 shares — an estimated $289K sold.

Tumwater Wealth Management first reported a position in META in Q4 2024 and held it in 6 quarters. The position peaked at $370K in Q3 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

Tumwater Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q2 2026 after selling out during the quarter.
Tumwater Wealth Management sold 506 Meta Platforms (Facebook) shares in Q2 2026, an estimated $289K.
Tumwater Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 6 quarters.
Tumwater Wealth Management's Meta Platforms (Facebook) position peaked at $370K in Q3 2025.
1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Tumwater Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.