UWS
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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
Q1 		– Sell
-1,000
Closed -$660K – 237
2025
Q4 		$660K Buy
1,000
+600
+150% +$401K 0.26% 100
2025
Q3 		$294K Buy
+400
New +$298K 0.11% 189
2024
Q4 		– Sell
-500
Closed -$286K – 225
2024
Q3 		$286K Buy
+500
New +$257K 0.12% 181

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

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.