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	$408K	Buy	+700	New	+$428K	﹤0.01%	2885
2025 Q4	–	Sell	-2,740	Closed	-$580K	–	3746
2025 Q3	$580K	Sell	2,740 -1,160	-30%	-$863K	﹤0.01%	2246
2025 Q2	$1.02M	Buy	3,900 +500	+15%	+$309K	﹤0.01%	1744
2025 Q1	$496K	Sell	3,400 -2,700	-44%	-$1.74M	﹤0.01%	2074
2024 Q4	$979K	Buy	6,100 +100	+2%	+$58.7K	﹤0.01%	1558
2024 Q3	$965K	Buy	6,000 +5,900	+5,900%	+$3.04M	﹤0.01%	1421
2024 Q2	$9.23K	Buy	+100	New	+$48.6K	﹤0.01%	2521
2023 Q4	–	Sell	-4,200	Closed	-$119K	–	2400
2023 Q3	$119K	Buy	+4,200	New	+$1.27M	﹤0.01%	2080

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

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. 1,337 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.
1,337 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.