Williams & Novak’s Meta Platforms (Facebook) META Stock Holding History

Williams & Novak’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	$577K	Buy	1,024 +252	+33%	+$154K	0.38%	68
2026 Q1	$447K	Sell	772 -806	-51%	-$517K	0.33%	69
2025 Q4	$1.04M	Buy	1,578 +615	+64%	+$411K	0.78%	35
2025 Q3	$707K	Buy	963 +24	+3%	+$17.9K	0.54%	44
2025 Q2	$693K	Buy	939 +77	+9%	+$47.6K	0.59%	48
2025 Q1	$505K	Buy	+862	New	+$556K	0.49%	57
2024 Q3	–	Sell	-547	Closed	-$276K	–	135
2024 Q2	$276K	Buy	+547	New	+$266K	0.26%	90

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Williams & Novak's META Position: Q2 2026 in Review

Williams & Novak increased its Meta Platforms (Facebook) (META) stake by 33% in Q2 2026, buying an estimated $154K and bringing the position to 1,024 shares worth $577K. The position accounts for 0.38% of the portfolio, ranked #68.

Williams & Novak first reported a position in META in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q4 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

Williams & Novak held 1,024 shares of Meta Platforms (Facebook) worth $577K as of Q2 2026.
Williams & Novak bought 252 Meta Platforms (Facebook) shares in Q2 2026, an estimated $154K.
Meta Platforms (Facebook) made up 0.38% of Williams & Novak's portfolio in Q2 2026, its #68 holding.
Williams & Novak first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 7 quarters since.
Williams & Novak's Meta Platforms (Facebook) position peaked at $1.04M in Q4 2025.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.