WF
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Whelan Financial’s Meta Platforms (Facebook) META Stock Holding History

Whelan Financial’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 		$3.6M Buy
6,393
+123
+2% +$75.2K 0.98% 15
2026
Q1 		$3.59M Buy
6,270
+388
+7% +$249K 1.11% 14
2025
Q4 		$3.88M Buy
5,882
+214
+4% +$143K 1.21% 14
2025
Q3 		$4.16M Buy
5,668
+2,116
+60% +$1.57M 1.32% 13
2025
Q2 		$2.62M Buy
3,552
+233
+7% +$144K 0.95% 13
2025
Q1 		$1.91M Buy
3,319
+388
+13% +$250K 0.74% 13
2024
Q4 		$1.72M Buy
2,931
+508
+21% +$298K 0.67% 17
2024
Q3 		$1.39M Buy
2,423
+143
+6% +$73.6K 0.57% 17
2024
Q2 		$1.15M Buy
2,280
+19
+0.8% +$9.24K 0.51% 18
2024
Q1 		$1.1M Buy
2,261
+399
+21% +$178K 0.5% 17
2023
Q4 		$659K Sell
1,862
-339
-15% -$110K 0.31% 18
2023
Q3 		$661K Buy
2,201
+187
+9% +$56.3K 0.35% 16
2023
Q2 		$578K Hold
2,014
– – 0.3% 18
2023
Q1 		$427K Sell
2,014
-3
-0.1% -$511 0.24% 21
2022
Q4 		$243K Sell
2,017
-5
-0.2% -$587 0.15% 26
2022
Q3 		$274K Hold
2,022
– – 0.19% 21
2022
Q2 		$326K Buy
+2,022
New +$390K 0.22% 18

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Whelan Financial's META Position: Q2 2026 in Review

Whelan Financial increased its Meta Platforms (Facebook) (META) stake by 2% in Q2 2026, buying an estimated $75.2K and bringing the position to 6,393 shares worth $3.6M. The position accounts for 0.98% of the portfolio, ranked #15.

Whelan Financial first reported a position in META in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.16M in Q3 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Whelan Financial held 6,393 shares of Meta Platforms (Facebook) worth $3.6M as of Q2 2026.
  • Whelan Financial bought 123 Meta Platforms (Facebook) shares in Q2 2026, an estimated $75.2K.
  • Meta Platforms (Facebook) made up 0.98% of Whelan Financial's portfolio in Q2 2026, its #15 holding.
  • Whelan Financial first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 17 quarters since.
  • Whelan Financial's Meta Platforms (Facebook) position peaked at $4.16M in Q3 2025.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.