Wiser Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Wiser Wealth Management’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	$736K	Buy	1,306 +151	+13%	+$92.3K	0.14%	34
2026 Q1	$661K	Buy	1,155 +38	+3%	+$24.4K	0.14%	32
2025 Q4	$737K	Buy	1,117 +33	+3%	+$22K	0.16%	32
2025 Q3	$796K	Buy	1,084 +156	+17%	+$116K	0.18%	30
2025 Q2	$685K	Buy	928 +93	+11%	+$57.5K	0.17%	28
2025 Q1	$481K	Buy	835 +70	+9%	+$45.2K	0.14%	30
2024 Q4	$448K	Buy	765 +151	+25%	+$88.6K	0.13%	34
2024 Q3	$351K	Buy	614 +96	+19%	+$49.4K	0.1%	35
2024 Q2	$261K	Buy	+518	New	+$252K	0.08%	31

Other funds holding META

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wiser Wealth Management's META Position: Q2 2026 in Review

Wiser Wealth Management increased its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, buying an estimated $92.3K and bringing the position to 1,306 shares worth $736K. The position accounts for 0.14% of the portfolio, ranked #34.

Wiser Wealth Management first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $796K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold META as of Q2 2026.

Wiser Wealth Management held 1,306 shares of Meta Platforms (Facebook) worth $736K as of Q2 2026.
Wiser Wealth Management bought 151 Meta Platforms (Facebook) shares in Q2 2026, an estimated $92.3K.
Meta Platforms (Facebook) made up 0.14% of Wiser Wealth Management's portfolio in Q2 2026, its #34 holding.
Wiser Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
Wiser Wealth Management's Meta Platforms (Facebook) position peaked at $796K in Q3 2025.
1,162 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.