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Wealthquest’s Meta Platforms (Facebook) META Stock Holding History

Wealthquest’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 		$989K Sell
1,756
-163
-8% -$99.7K 0.06% 64
2026
Q1 		$1.1M Sell
1,919
-2
-0.1% -$1.28K 0.08% 54
2025
Q4 		$1.27M Buy
+1,921
New +$1.28M 0.1% 50
2025
Q3 		– Sell
-802
Closed -$592K – 99
2025
Q2 		$592K Buy
802
+95
+13% +$58.7K 0.05% 69
2025
Q1 		$407K Sell
707
-25
-3% -$16.1K 0.03% 82
2024
Q4 		$429K Buy
732
+103
+16% +$60.5K 0.03% 81
2024
Q3 		$363K Sell
629
-59
-9% -$30.4K 0.03% 90
2024
Q2 		$347K Sell
688
-13
-2% -$6.32K 0.04% 91
2024
Q1 		$340K Sell
701
-175
-20% -$78.1K 0.04% 93
2023
Q4 		$310K Buy
876
+199
+29% +$64.8K 0.03% 106
2023
Q3 		$203K Buy
+677
New +$204K 0.02% 125
2022
Q2 		– Sell
-1,041
Closed -$350K – 134
2022
Q1 		$350K Hold
1,041
– – 0.05% 98
2021
Q4 		$350K Sell
1,041
-27
-3% -$8.96K 0.05% 98
2021
Q3 		$362K Buy
1,068
+7
+0.7% +$2.52K 0.06% 90
2021
Q2 		$368K Buy
1,061
+30
+3% +$9.62K 0.06% 91
2021
Q1 		$303K Buy
1,031
+3
+0.3% +$808 0.06% 108
2020
Q4 		$280K Sell
1,028
-75
-7% -$20.6K 0.06% 103
2020
Q3 		$288K Sell
1,103
-300
-21% -$77.4K 0.07% 85
2020
Q2 		$318K Buy
+1,403
New +$293K 0.08% 83
2019
Q4 		$293K Sell
1,428
-109
-7% -$21.1K 0.08% 103
2019
Q3 		$273K Sell
1,537
-209
-12% -$39.7K 0.09% 106
2019
Q2 		$336K Hold
1,746
– – 0.13% 94
2019
Q1 		$291K Buy
1,746
+29
+2% +$4.61K 0.11% 98
2018
Q4 		$225K Buy
+1,717
New +$249K 0.09% 113

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealthquest's META Position: Q2 2026 in Review

Wealthquest reduced its Meta Platforms (Facebook) (META) stake by 8.5% in Q2 2026, selling an estimated $99.7K and leaving 1,756 shares worth $989K. The position accounts for 0.06% of the portfolio, ranked #64.

Wealthquest first reported a position in META in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.27M in Q4 2025. 1,780 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wealthquest held 1,756 shares of Meta Platforms (Facebook) worth $989K as of Q2 2026.
  • Wealthquest sold 163 Meta Platforms (Facebook) shares in Q2 2026, an estimated $99.7K.
  • Meta Platforms (Facebook) made up 0.06% of Wealthquest's portfolio in Q2 2026, its #64 holding.
  • Wealthquest first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 24 quarters since.
  • Wealthquest's Meta Platforms (Facebook) position peaked at $1.27M in Q4 2025.
  • 1,780 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.