UIA
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Ulland Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Ulland Investment 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 		$5.99M Sell
10,640
-159
-1% -$97.2K 4.42% 6
2026
Q1 		$6.18M Sell
10,799
-125
-1% -$80.1K 5.3% 4
2025
Q4 		$7.21M Sell
10,924
-661
-6% -$441K 5.77% 3
2025
Q3 		$8.51M Sell
11,585
-42
-0.4% -$31.3K 6.41% 3
2025
Q2 		$8.58M Sell
11,627
-982
-8% -$607K 6.55% 3
2025
Q1 		$7.27M Sell
12,609
-1,242
-9% -$801K 6.08% 3
2024
Q4 		$8.11M Buy
13,851
+397
+3% +$233K 5.17% 7
2024
Q3 		$7.7M Sell
13,454
-738
-5% -$380K 5.64% 6
2024
Q2 		$7.16M Buy
14,192
+74
+0.5% +$36K 4.97% 6
2024
Q1 		$6.86M Buy
14,118
+46
+0.3% +$20.5K 5.47% 5
2023
Q4 		$4.98M Buy
14,072
+45
+0.3% +$14.7K 5.02% 6
2023
Q3 		$4.21M Buy
14,027
+185
+1% +$55.7K 4.63% 6
2023
Q2 		$3.97M Buy
13,842
+170
+1% +$41.9K 4.08% 7
2023
Q1 		$2.9M Sell
13,672
-1,375
-9% -$234K 3.41% 9
2022
Q4 		$1.81M Sell
15,047
-2,338
-13% -$275K 2.16% 16
2022
Q3 		$2.36M Sell
17,385
-610
-3% -$98.9K 2.58% 13
2022
Q2 		$2.9M Sell
17,995
-382
-2% -$73.7K 2.97% 11
2022
Q1 		$4.09M Sell
18,377
-1,822
-9% -$455K 3.06% 9
2021
Q4 		$6.79M Buy
+20,199
New +$6.71M 4.33% 7

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

Ulland Investment Advisors's META Position: Q2 2026 in Review

Ulland Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.5% in Q2 2026, selling an estimated $97.2K and leaving 10,640 shares worth $5.99M. The position accounts for 4.42% of the portfolio, ranked #6.

Ulland Investment Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.58M in Q2 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Ulland Investment Advisors held 10,640 shares of Meta Platforms (Facebook) worth $5.99M as of Q2 2026.
  • Ulland Investment Advisors sold 159 Meta Platforms (Facebook) shares in Q2 2026, an estimated $97.2K.
  • Meta Platforms (Facebook) made up 4.42% of Ulland Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Ulland Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Ulland Investment Advisors's Meta Platforms (Facebook) position peaked at $8.58M in Q2 2025.
  • 891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.