Values Added Financial’s Meta Platforms (Facebook) META Stock Holding History

Values Added Financial’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	$1.03M	Buy	1,823 +842	+86%	+$515K	0.37%	50
2026 Q1	$561K	Buy	981 +6	+0.6%	+$3.85K	0.24%	69
2025 Q4	$644K	Sell	975 -227	-19%	-$152K	0.27%	64
2025 Q3	$883K	Buy	1,202 +21	+2%	+$15.6K	0.39%	47
2025 Q2	$872K	Buy	1,181 +9	+0.8%	+$5.56K	0.42%	47
2025 Q1	$675K	Buy	1,172 +29	+3%	+$18.7K	0.37%	54
2024 Q4	$669K	Sell	1,143 -20	-2%	-$11.7K	0.39%	49
2024 Q3	$666K	Buy	1,163 +8	+0.7%	+$4.12K	0.42%	41
2024 Q2	$582K	Buy	1,155 +12	+1%	+$5.83K	0.42%	42
2024 Q1	$555K	Hold	1,143	–	–	0.43%	48
2023 Q4	$405K	Buy	1,143 +23	+2%	+$7.49K	0.33%	55
2023 Q3	$336K	Hold	1,120	–	–	0.31%	62
2023 Q2	$321K	Buy	+1,120	New	+$276K	0.3%	59

Other funds holding META

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Values Added Financial's META Position: Q2 2026 in Review

Values Added Financial increased its Meta Platforms (Facebook) (META) stake by 86% in Q2 2026, buying an estimated $515K and bringing the position to 1,823 shares worth $1.03M. The position accounts for 0.37% of the portfolio, ranked #50.

Values Added Financial first reported a position in META in Q2 2023 and has held it in 13 quarters since. 2,121 funds tracked by Wall St. Rank hold META as of Q2 2026.

Values Added Financial held 1,823 shares of Meta Platforms (Facebook) worth $1.03M as of Q2 2026.
Values Added Financial bought 842 Meta Platforms (Facebook) shares in Q2 2026, an estimated $515K.
Meta Platforms (Facebook) made up 0.37% of Values Added Financial's portfolio in Q2 2026, its #50 holding.
Values Added Financial first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 13 quarters since.
2,121 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.