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Ullmann Wealth Partners Group’s Meta Platforms (Facebook) META Stock Holding History

Ullmann Wealth Partners Group’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 		$1.52M Buy
2,706
+46
+2% +$28.1K 0.14% 66
2026
Q1 		$1.52M Buy
2,660
+151
+6% +$96.8K 0.16% 58
2025
Q4 		$1.63M Buy
2,509
+7
+0.3% +$4.67K 0.17% 55
2025
Q3 		$1.84M Buy
2,502
+106
+4% +$78.9K 0.2% 50
2025
Q2 		$1.77M Buy
2,396
+146
+6% +$90.2K 0.21% 51
2025
Q1 		$1.3M Buy
2,250
+98
+5% +$63.2K 0.17% 53
2024
Q4 		$1.26M Buy
2,152
+24
+1% +$14.1K 0.16% 53
2024
Q3 		$1.22M Buy
2,128
+210
+11% +$108K 0.16% 52
2024
Q2 		$967K Buy
1,918
+78
+4% +$37.9K 0.14% 52
2024
Q1 		$894K Buy
1,840
+294
+19% +$131K 0.13% 51
2023
Q4 		$547K Buy
1,546
+520
+51% +$169K 0.09% 60
2023
Q3 		$308K Buy
1,026
+127
+14% +$38.3K 0.06% 82
2023
Q2 		$258K Buy
+899
New +$222K 0.05% 88
2022
Q1 		– Sell
-834
Closed -$281K – 86
2021
Q4 		$281K Buy
834
+56
+7% +$18.6K 0.08% 74
2021
Q3 		$264K Buy
778
+25
+3% +$9K 0.1% 68
2021
Q2 		$262K Buy
753
+50
+7% +$16K 0.11% 68
2021
Q1 		$207K Buy
+703
New +$189K 0.09% 81
2018
Q3 		– Sell
-1,030
Closed -$200K – 59
2018
Q2 		$200K Buy
+1,030
New +$186K 0.14% 56

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ullmann Wealth Partners Group's META Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Meta Platforms (Facebook) (META) stake by 1.7% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,706 shares worth $1.52M. The position accounts for 0.14% of the portfolio, ranked #66.

Ullmann Wealth Partners Group first reported a position in META in Q2 2018 and has held it in 18 quarters since. The position peaked at $1.84M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Ullmann Wealth Partners Group held 2,706 shares of Meta Platforms (Facebook) worth $1.52M as of Q2 2026.
  • Ullmann Wealth Partners Group bought 46 Meta Platforms (Facebook) shares in Q2 2026, an estimated $28.1K.
  • Meta Platforms (Facebook) made up 0.14% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #66 holding.
  • Ullmann Wealth Partners Group first reported a position in Meta Platforms (Facebook) in Q2 2018 and has held it in 18 quarters since.
  • Ullmann Wealth Partners Group's Meta Platforms (Facebook) position peaked at $1.84M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.