Willner & Heller’s Meta Platforms (Facebook) META Stock Holding History

Willner & Heller’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	$795K	Buy	1,412 +41	+3%	+$25.1K	0.5%	59
2026 Q1	$784K	Buy	1,371 +75	+6%	+$48.1K	0.58%	50
2025 Q4	$855K	Buy	1,296 +400	+45%	+$267K	0.61%	44
2025 Q3	$658K	Buy	896 +33	+4%	+$24.6K	0.51%	60
2025 Q2	$637K	Buy	863 +46	+6%	+$28.4K	0.54%	60
2025 Q1	$471K	Buy	817 +58	+8%	+$37.4K	0.44%	82
2024 Q4	$444K	Buy	759 +128	+20%	+$75.1K	0.39%	85
2024 Q3	$361K	Buy	+631	New	+$325K	0.32%	106

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

Willner & Heller's META Position: Q2 2026 in Review

Willner & Heller increased its Meta Platforms (Facebook) (META) stake by 3% in Q2 2026, buying an estimated $25.1K and bringing the position to 1,412 shares worth $795K. The position accounts for 0.5% of the portfolio, ranked #59.

Willner & Heller first reported a position in META in Q3 2024 and has held it in 8 quarters since. The position peaked at $855K in Q4 2025. 891 funds tracked by Wall St. Rank hold META as of Q2 2026.

Willner & Heller held 1,412 shares of Meta Platforms (Facebook) worth $795K as of Q2 2026.
Willner & Heller bought 41 Meta Platforms (Facebook) shares in Q2 2026, an estimated $25.1K.
Meta Platforms (Facebook) made up 0.5% of Willner & Heller's portfolio in Q2 2026, its #59 holding.
Willner & Heller first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 8 quarters since.
Willner & Heller's Meta Platforms (Facebook) position peaked at $855K in Q4 2025.
891 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.