Valeo Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26M | Buy |
46,156
+1,834
| +4% | +$1.12M | 0.55% | 31 |
|
|
2026
Q1 | $25.4M | Sell |
44,322
-8,247
| -16% | -$5.29M | 0.61% | 28 |
|
|
2025
Q4 | $34.7M | Buy |
52,569
+3,878
| +8% | +$2.59M | 0.77% | 25 |
|
|
2025
Q3 | $35.8M | Buy |
48,691
+2,638
| +6% | +$1.96M | 0.81% | 24 |
|
|
2025
Q2 | $34M | Sell |
46,053
-37,978
| -45% | -$23.5M | 0.84% | 23 |
|
|
2025
Q1 | $25.7M | Buy |
84,031
+2,607
| +3% | +$1.68M | 0.72% | 25 |
|
|
2024
Q4 | $24.6M | Buy |
81,424
+608
| +0.8% | +$357K | 0.68% | 26 |
|
|
2024
Q3 | $23.7M | Buy |
80,816
+1,681
| +2% | +$865K | 0.68% | 23 |
|
|
2024
Q2 | $20M | Buy |
79,135
+4,011
| +5% | +$1.95M | 0.63% | 25 |
|
|
2024
Q1 | $17.6M | Buy |
75,124
+1,911
| +3% | +$852K | 0.63% | 24 |
|
|
2023
Q4 | $12M | Buy |
73,213
+505
| +0.7% | +$164K | 0.48% | 28 |
|
|
2023
Q3 | $10M | Buy |
72,708
+1,661
| +2% | +$500K | 0.46% | 27 |
|
|
2023
Q2 | $9.1M | Buy |
71,047
+710
| +1% | +$175K | 0.42% | 29 |
|
|
2023
Q1 | $6.58M | Buy |
70,337
+1,934
| +3% | +$329K | 0.32% | 44 |
|
|
2022
Q4 | $3.52M | Sell |
68,403
-455
| -0.7% | -$53.4K | 0.19% | 72 |
|
|
2022
Q3 | $4.03M | Sell |
68,858
-12,199
| -15% | -$1.98M | 0.26% | 58 |
|
|
2022
Q2 | $6.75M | Sell |
81,057
-285
| -0.4% | -$55K | 0.42% | 34 |
|
|
2022
Q1 | $9.37M | Buy |
81,342
+5,078
| +7% | +$1.27M | 0.48% | 30 |
|
|
2021
Q4 | $12.4M | Buy |
76,264
+814
| +1% | +$270K | 0.67% | 24 |
|
|
2021
Q3 | $12.3M | Buy |
75,450
+6,206
| +9% | +$2.24M | 0.7% | 21 |
|
|
2021
Q2 | $10.4M | Sell |
69,244
-18,831
| -21% | -$6.04M | 0.63% | 24 |
|
|
2021
Q1 | $14.4M | Sell |
88,075
-88,043
| -50% | -$23.7M | 0.66% | 21 |
|
|
2020
Q4 | $13M | Buy |
176,118
+150,277
| +582% | +$41.2M | 0.67% | 20 |
|
|
2020
Q3 | $6.77M | Sell |
25,841
-966
| -4% | -$249K | 0.59% | 25 |
|
|
2020
Q2 | $6.09M | Buy |
26,807
+180
| +0.7% | +$37.6K | 0.55% | 27 |
|
|
2020
Q1 | $4.66M | Buy |
26,627
+3,944
| +17% | +$772K | 0.5% | 31 |
|
|
2019
Q4 | $4.66M | Buy |
22,683
+1,017
| +5% | +$197K | 0.45% | 39 |
|
|
2019
Q3 | $3.86M | Sell |
21,666
-215
| -1% | -$40.9K | 0.43% | 42 |
|
|
2019
Q2 | $4.22M | Sell |
21,881
-2,273
| -9% | -$415K | 0.48% | 35 |
|
|
2019
Q1 | $4.03M | Sell |
24,154
-243
| -1% | -$38.6K | 0.49% | 36 |
|
|
2018
Q4 | $3.2M | Sell |
24,397
-2,165
| -8% | -$314K | 0.45% | 42 |
|
|
2018
Q3 | $4.02M | Buy |
26,562
+1,360
| +5% | +$246K | 0.54% | 37 |
|
|
2018
Q2 | $4.54M | Buy |
25,202
+9,928
| +65% | +$1.79M | 0.64% | 34 |
|
|
2018
Q1 | $2.44M | Buy |
15,274
+724
| +5% | +$130K | 0.39% | 50 |
|
|
2017
Q4 | $2.57M | Buy |
14,550
+2,114
| +17% | +$374K | 0.42% | 50 |
|
|
2017
Q3 | $2.13M | Buy |
+12,436
| New | +$2.08M | 0.48% | 47 |
|
Other funds holding META
Valeo Financial Advisors's META Position: Q2 2026 in Review
Valeo Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 4.1% in Q2 2026, buying an estimated $1.12M and bringing the position to 46,156 shares worth $26M. The position accounts for 0.55% of the portfolio, ranked #31.
Valeo Financial Advisors first reported a position in META in Q3 2017 and has held it in 36 quarters since. The position peaked at $35.8M in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.
- Valeo Financial Advisors held 46,156 shares of Meta Platforms (Facebook) worth $26M as of Q2 2026.
- Valeo Financial Advisors bought 1,834 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.12M.
- Meta Platforms (Facebook) made up 0.55% of Valeo Financial Advisors's portfolio in Q2 2026, its #31 holding.
- Valeo Financial Advisors first reported a position in Meta Platforms (Facebook) in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Meta Platforms (Facebook) position peaked at $35.8M in Q3 2025.
- 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.