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

Wealth Enhancement Trust 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 		$5.61M Buy
9,964
+20
+0.2% +$12.2K 0.62% 40
2026
Q1 		$5.69M Buy
9,944
+447
+5% +$286K 0.69% 34
2025
Q4 		$6.27M Buy
+9,497
New +$6.34M 0.79% 33

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Meta Platforms (Facebook) (META) stake by 0.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 9,964 shares worth $5.61M. The position accounts for 0.62% of the portfolio, ranked #40.

Wealth Enhancement Trust Services first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.27M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wealth Enhancement Trust Services held 9,964 shares of Meta Platforms (Facebook) worth $5.61M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 20 Meta Platforms (Facebook) shares in Q2 2026, an estimated $12.2K.
  • Meta Platforms (Facebook) made up 0.62% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #40 holding.
  • Wealth Enhancement Trust Services first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Meta Platforms (Facebook) position peaked at $6.27M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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