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

Uptown 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	$717K	Buy	1,273 +16	+1%	+$9.78K	0.47%	34
2026 Q1	$719K	Hold	1,257	–	–	0.57%	31
2025 Q4	$830K	Buy	1,257 +11	+0.9%	+$7.34K	0.59%	31
2025 Q3	$915K	Hold	1,246	–	–	0.75%	27
2025 Q2	$920K	Buy	1,246 +57	+5%	+$35.2K	0.79%	27
2025 Q1	$685K	Hold	1,189	–	–	0.7%	31
2024 Q4	$696K	Buy	+1,189	New	+$698K	0.75%	26

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Uptown Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 1.3% in Q2 2026, buying an estimated $9.78K and bringing the position to 1,273 shares worth $717K. The position accounts for 0.47% of the portfolio, ranked #34.

Uptown Financial Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $920K in Q2 2025. 1,299 funds tracked by Wall St. Rank hold META as of Q2 2026.

Uptown Financial Advisors held 1,273 shares of Meta Platforms (Facebook) worth $717K as of Q2 2026.
Uptown Financial Advisors bought 16 Meta Platforms (Facebook) shares in Q2 2026, an estimated $9.78K.
Meta Platforms (Facebook) made up 0.47% of Uptown Financial Advisors's portfolio in Q2 2026, its #34 holding.
Uptown Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's Meta Platforms (Facebook) position peaked at $920K in Q2 2025.
1,299 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.