VFA
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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
2025
Q4 		– Sell
-200
Closed -$147K – 878
2025
Q3 		$147K Buy
+200
New +$149K ﹤0.01% 777

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
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
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
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.