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

Unify Financial 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 		$957K Buy
1,699
+45
+3% +$27.5K 0.88% 30
2026
Q1 		$946K Buy
1,654
+105
+7% +$67.3K 0.98% 30
2025
Q4 		$1.02M Buy
+1,549
New +$1.03M 1.07% 26

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Unify Financial Advisors's META Position: Q2 2026 in Review

Unify Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 2.7% in Q2 2026, buying an estimated $27.5K and bringing the position to 1,699 shares worth $957K. The position accounts for 0.88% of the portfolio, ranked #30.

Unify Financial Advisors first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 1,395 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Unify Financial Advisors held 1,699 shares of Meta Platforms (Facebook) worth $957K as of Q2 2026.
  • Unify Financial Advisors bought 45 Meta Platforms (Facebook) shares in Q2 2026, an estimated $27.5K.
  • Meta Platforms (Facebook) made up 0.88% of Unify Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Unify Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's Meta Platforms (Facebook) position peaked at $1.02M in Q4 2025.
  • 1,395 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.