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Wellspring Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Wellspring Financial Advisors’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 		$4.86M Buy
8,628
+114
+1% +$69.7K 0.32% 34
2026
Q1 		$4.87M Buy
8,514
+1,773
+26% +$1.14M 0.37% 34
2025
Q4 		$4.45M Buy
6,741
+4,524
+204% +$3.02M 0.35% 33
2025
Q3 		$1.63M Sell
2,217
-454
-17% -$338K 0.15% 51
2025
Q2 		$1.97M Buy
2,671
+424
+19% +$262K 0.2% 42
2025
Q1 		$1.29M Buy
2,247
+83
+4% +$53.5K 0.14% 51
2024
Q4 		$1.27M Buy
2,164
+41
+2% +$24.1K 0.13% 55
2024
Q3 		$1.22M Sell
2,123
-29
-1% -$14.9K 0.14% 52
2024
Q2 		$1.08M Buy
2,152
+27
+1% +$13.1K 0.15% 55
2024
Q1 		$1.03M Buy
2,125
+487
+30% +$217K 0.16% 52
2023
Q4 		$580K Buy
1,638
+554
+51% +$180K 0.14% 66
2023
Q3 		$325K Buy
+1,084
New +$327K 0.1% 86
2022
Q2 		– Sell
-1,043
Closed -$239K – 125
2022
Q1 		$239K Buy
1,043
+51
+5% +$12.7K 0.07% 83
2021
Q4 		$334K Hold
992
– – 0.09% 71
2021
Q3 		$337K Buy
992
+27
+3% +$9.72K 0.1% 69
2021
Q2 		$336K Sell
965
-377
-28% -$121K 0.11% 66
2021
Q1 		$224K Sell
1,342
-3
-0.2% -$808 0.11% 77
2020
Q4 		$367K Buy
1,345
+75
+6% +$20.6K 0.13% 60
2020
Q3 		$333K Buy
1,270
+4
+0.3% +$1.03K 0.13% 63
2020
Q2 		$287K Sell
1,266
-76
-6% -$15.9K 0.12% 72
2020
Q1 		$224K Buy
+1,342
New +$263K 0.11% 77

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

Wellspring Financial Advisors's META Position: Q2 2026 in Review

Wellspring Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 1.3% in Q2 2026, buying an estimated $69.7K and bringing the position to 8,628 shares worth $4.86M. The position accounts for 0.32% of the portfolio, ranked #34.

Wellspring Financial Advisors first reported a position in META in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.87M in Q1 2026. 1,665 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Wellspring Financial Advisors held 8,628 shares of Meta Platforms (Facebook) worth $4.86M as of Q2 2026.
  • Wellspring Financial Advisors bought 114 Meta Platforms (Facebook) shares in Q2 2026, an estimated $69.7K.
  • Meta Platforms (Facebook) made up 0.32% of Wellspring Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Wellspring Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2020 and has held it in 21 quarters since.
  • Wellspring Financial Advisors's Meta Platforms (Facebook) position peaked at $4.87M in Q1 2026.
  • 1,665 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.