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

Valeo 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	$1.13K	Hold	100	–	–	﹤0.01%	836
2026 Q1	$1.61K	Buy	+100	New	+$64.1K	﹤0.01%	755
2025 Q4	–	Sell	-400	Closed	-$6.84K	–	877
2025 Q3	$6.84K	Buy	400 +300	+300%	+$223K	﹤0.01%	822
2025 Q2	$5.26K	Buy	+100	New	+$61.8K	﹤0.01%	781
2022 Q2	–	Sell	-100	Closed	-$24K	–	600
2022 Q1	$24K	Buy	+100	New	+$25K	﹤0.01%	618
2021 Q2	–	Sell	-300	Closed	-$75K	–	1273
2021 Q1	$75K	Buy	+300	New	+$80.8K	﹤0.01%	708
2020 Q3	–	Sell	-100	Closed	-$23K	–	1919
2020 Q2	$23K	Sell	100 -200	-67%	-$41.8K	﹤0.01%	1009
2020 Q1	$53K	Buy	+300	New	+$58.7K	0.01%	586
2018 Q4	–	Sell	-1,000	Closed	-$151K	–	1626
2018 Q3	$151K	Buy	+1,000	New	+$181K	0.02%	322

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

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. 1,299 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.
1,299 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.