Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Wealth Group’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	$7.44M	Buy	13,211 +8,763	+197%	+$5.36M	1.86%	10
2026 Q1	$2.54M	Buy	4,448 +387	+10%	+$248K	2.37%	10
2025 Q4	$2.68M	Buy	+4,061	New	+$2.71M	2.61%	10
2025 Q2	$3.13M	Sell	4,239 -564	-12%	-$349K	3.1%	8
2025 Q1	$2.77M	Buy	4,803 +396	+9%	+$255K	1.79%	13
2024 Q4	$2.58M	Sell	4,407 -14	-0.3%	-$8.22K	1.67%	12
2024 Q3	$2.53M	Buy	4,421 +119	+3%	+$61.2K	1.7%	13
2024 Q2	$2.17M	Sell	4,302 -16	-0.4%	-$7.78K	1.56%	13
2024 Q1	$2.1M	Buy	+4,318	New	+$1.93M	1.58%	15

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Group's META Position: Q2 2026 in Review

Wealth Group increased its Meta Platforms (Facebook) (META) stake by 197% in Q2 2026, buying an estimated $5.36M and bringing the position to 13,211 shares worth $7.44M. The position accounts for 1.86% of the portfolio, ranked #10.

Wealth Group first reported a position in META in Q1 2024 and has held it in 9 quarters since. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

Wealth Group held 13,211 shares of Meta Platforms (Facebook) worth $7.44M as of Q2 2026.
Wealth Group bought 8,763 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.36M.
Meta Platforms (Facebook) made up 1.86% of Wealth Group's portfolio in Q2 2026, its #10 holding.
Wealth Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 9 quarters since.
1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.