Wealth Enhancement Advisory Services
META icon

Wealth Enhancement Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

Wealth Enhancement Advisory Services’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 		$218M Buy
374,203
+48,435
+15% +$29.6M 0.37% 43
2026
Q1 		$165M Sell
325,768
-391,143
-55% -$251M 0.34% 45
2025
Q4 		$474M Buy
716,911
+90,582
+14% +$60.5M 0.64% 26
2025
Q3 		$446M Buy
626,329
+26,839
+4% +$20M 0.68% 24
2025
Q2 		$431M Buy
599,490
+111,818
+23% +$69.1M 0.71% 23
2025
Q1 		$281M Buy
487,672
+68,510
+16% +$44.2M 0.54% 32
2024
Q4 		$245M Buy
419,162
+75,324
+22% +$44.2M 0.47% 37
2024
Q3 		$197M Buy
343,838
+52,522
+18% +$27M 0.42% 42
2024
Q2 		$147M Buy
291,316
+44,560
+18% +$21.7M 0.35% 55
2024
Q1 		$120M Buy
246,756
+24,355
+11% +$10.9M 0.31% 67
2023
Q4 		$78.7M Buy
222,401
+14,095
+7% +$4.59M 0.23% 95
2023
Q3 		$62.5M Buy
208,306
+126,473
+155% +$38.1M 0.21% 110
2023
Q2 		$23.5M Buy
81,833
+77,610
+1,838% +$19.2M 0.25% 47
2023
Q1 		$895K Buy
+4,223
New +$719K 0.01% 317
2022
Q4 		– Sell
-9,482
Closed -$1.26M – 351
2022
Q3 		$1.26M Buy
+9,482
New +$1.54M 0.02% 219
2022
Q2 		– Sell
-34,934
Closed -$8.17M – 358
2022
Q1 		$8.17M Buy
34,934
+3,351
+11% +$838K 0.11% 96
2021
Q4 		$9.88M Buy
31,583
+12,830
+68% +$4.26M 0.14% 73
2021
Q3 		$5.92M Sell
18,753
-16,573
-47% -$5.97M 0.09% 98
2021
Q2 		$12.2M Buy
35,326
+19,787
+127% +$6.35M 0.2% 61
2021
Q1 		$4.76M Buy
15,539
+225
+1% +$60.6K 0.09% 100
2020
Q4 		$3.85M Sell
15,314
-11,929
-44% -$3.27M 0.09% 88
2020
Q3 		$7.51M Buy
27,243
+317
+1% +$81.8K 0.2% 48
2020
Q2 		$6.46M Sell
26,926
-1,992
-7% -$416K 0.19% 47
2020
Q1 		$5.29M Buy
28,918
+3,637
+14% +$712K 0.19% 56
2019
Q4 		$5.19M Buy
25,281
+311
+1% +$60.2K 0.18% 59
2019
Q3 		$4.6M Sell
24,970
-4,447
-15% -$845K 0.19% 58
2019
Q2 		$5.76M Sell
29,417
-2,940
-9% -$537K 0.25% 45
2019
Q1 		$5.95M Buy
32,357
+5,813
+22% +$924K 0.34% 36
2018
Q4 		$3.98M Buy
26,544
+3,998
+18% +$579K 0.25% 41
2018
Q3 		$3.29M Sell
22,546
-2,636
-10% -$477K 0.2% 40
2018
Q2 		$5.14M Buy
25,182
+17,552
+230% +$3.17M 0.32% 38
2018
Q1 		$1.26M Sell
7,630
-4,391
-37% -$788K 0.08% 90
2017
Q4 		$2.16M Buy
12,021
+414
+4% +$73.2K 0.15% 73
2017
Q3 		$2M Sell
11,607
-6,054
-34% -$1.01M 0.17% 71
2017
Q2 		$2.71M Buy
+17,661
New +$2.63M 0.25% 51
2017
Q1 		– Sell
-7,105
Closed -$818K – 166
2016
Q4 		$818K Buy
+7,105
New +$873K 0.1% 101
2016
Q3 		– Sell
-12,065
Closed -$1.38M – 167
2016
Q2 		$1.38M Buy
12,065
+1,100
+10% +$127K 0.25% 70
2016
Q1 		$1.26M Sell
10,965
-68
-0.6% -$7.17K 0.26% 53
2015
Q4 		$1.16M Buy
11,033
+98
+0.9% +$10.1K 0.29% 55
2015
Q3 		$1.01M Buy
10,935
+987
+10% +$90.6K 0.31% 54
2015
Q2 		$853K Buy
9,948
+1,828
+23% +$149K 0.26% 61
2015
Q1 		$668K Buy
8,120
+1,325
+19% +$104K 0.26% 83
2014
Q4 		$530K Buy
+6,795
New +$519K 0.21% 95

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

Wealth Enhancement Advisory Services's META Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Meta Platforms (Facebook) (META) stake by 15% in Q2 2026, buying an estimated $29.6M and bringing the position to 374,203 shares worth $218M. The position accounts for 0.37% of the portfolio, ranked #43.

Wealth Enhancement Advisory Services first reported a position in META in Q4 2014 and has held it in 43 quarters since. The position peaked at $474M in Q4 2025. 1,318 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wealth Enhancement Advisory Services held 374,203 shares of Meta Platforms (Facebook) worth $218M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 48,435 Meta Platforms (Facebook) shares in Q2 2026, an estimated $29.6M.
  • Meta Platforms (Facebook) made up 0.37% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #43 holding.
  • Wealth Enhancement Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 43 quarters since.
  • Wealth Enhancement Advisory Services's Meta Platforms (Facebook) position peaked at $474M in Q4 2025.
  • 1,318 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.