Unique Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History

Unique Wealth Strategies’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	$4.84M	Buy	8,586 +208	+2%	+$127K	1.76%	11
2026 Q1	$4.79M	Sell	8,378 -588	-7%	-$377K	1.94%	8
2025 Q4	$5.92M	Sell	8,966 -1,795	-17%	-$1.2M	2.3%	7
2025 Q3	$7.9M	Buy	10,761 +115	+1%	+$85.6K	3.06%	4
2025 Q2	$7.86M	Sell	10,646 -110	-1%	-$68K	3.27%	4
2025 Q1	$6.2M	Sell	10,756 -254	-2%	-$164K	2.82%	5
2024 Q4	$6.45M	Sell	11,010 -271	-2%	-$159K	2.8%	4
2024 Q3	$6.46M	Buy	11,281 +807	+8%	+$415K	2.72%	4
2024 Q2	$5.09M	Hold	10,474	–	–	2.38%	5
2024 Q1	$5.09M	Buy	10,474 +240	+2%	+$107K	2.49%	5
2023 Q4	$3.62M	Buy	+10,234	New	+$3.33M	2.42%	6

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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) 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

Unique Wealth Strategies's META Position: Q2 2026 in Review

Unique Wealth Strategies increased its Meta Platforms (Facebook) (META) stake by 2.5% in Q2 2026, buying an estimated $127K and bringing the position to 8,586 shares worth $4.84M. The position accounts for 1.76% of the portfolio, ranked #11.

Unique Wealth Strategies first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.9M in Q3 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

Unique Wealth Strategies held 8,586 shares of Meta Platforms (Facebook) worth $4.84M as of Q2 2026.
Unique Wealth Strategies bought 208 Meta Platforms (Facebook) shares in Q2 2026, an estimated $127K.
Meta Platforms (Facebook) made up 1.76% of Unique Wealth Strategies's portfolio in Q2 2026, its #11 holding.
Unique Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
Unique Wealth Strategies's Meta Platforms (Facebook) position peaked at $7.9M in Q3 2025.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.