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	$233K	Buy	+400	New	+$245K	﹤0.01%	3444
2024 Q4	–	Sell	-700	Closed	-$10.2K	–	3053
2024 Q3	$10.2K	Hold	700	–	–	﹤0.01%	2725
2024 Q2	$20.8K	Hold	700	–	–	﹤0.01%	2488
2024 Q1	$29.7K	Buy	+700	New	+$312K	﹤0.01%	2370
2023 Q4	–	Sell	-1,500	Closed	-$392	–	2401
2023 Q3	$392	Buy	+1,500	New	+$452K	﹤0.01%	2252

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. 1,356 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.
1,356 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.