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

Xcel 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 		$1.61M Sell
2,850
-1,111
-28% -$679K 0.38% 57
2026
Q1 		$2.27M Sell
3,961
-245
-6% -$157K 0.63% 46
2025
Q4 		$2.78M Sell
4,206
-82
-2% -$54.8K 0.71% 36
2025
Q3 		$3.15M Sell
4,288
-20
-0.5% -$14.9K 0.82% 32
2025
Q2 		$3.18M Buy
4,308
+80
+2% +$49.4K 0.91% 32
2025
Q1 		$2.44M Sell
4,228
-626
-13% -$404K 0.76% 33
2024
Q4 		$2.84M Sell
4,854
-150
-3% -$88K 0.79% 31
2024
Q3 		$2.86M Buy
5,004
+60
+1% +$30.9K 0.84% 30
2024
Q2 		$2.49M Sell
4,944
-70
-1% -$34K 0.78% 35
2024
Q1 		$2.43M Sell
5,014
-1,146
-19% -$511K 0.76% 33
2023
Q4 		$2.18M Sell
6,160
-119
-2% -$38.8K 0.76% 35
2023
Q3 		$1.89M Sell
6,279
-3,859
-38% -$1.16M 0.74% 36
2023
Q2 		$2.91M Sell
10,138
-105
-1% -$25.9K 0.92% 29
2023
Q1 		$2.17M Buy
10,243
+390
+4% +$66.4K 0.76% 38
2022
Q4 		$1.19M Sell
9,853
-5,271
-35% -$619K 0.47% 48
2022
Q3 		$2.05M Sell
15,124
-7,368
-33% -$1.19M 0.76% 42
2022
Q2 		$3.63M Buy
22,492
+4,566
+25% +$881K 1.32% 23
2022
Q1 		$3.99M Buy
17,926
+7,720
+76% +$1.93M 1.09% 28
2021
Q4 		$3.43M Sell
10,206
-3,039
-23% -$1.01M 0.88% 35
2021
Q3 		$4.5M Buy
13,245
+591
+5% +$213K 1.3% 26
2021
Q2 		$4.4M Sell
12,654
-1,076
-8% -$345K 1.33% 25
2021
Q1 		$4.04M Sell
13,730
-164
-1% -$44.2K 1.44% 24
2020
Q4 		$3.79M Sell
13,894
-855
-6% -$234K 1.64% 20
2020
Q3 		$3.86M Sell
14,749
-2,060
-12% -$531K 1.99% 16
2020
Q2 		$3.82M Sell
16,809
-702
-4% -$147K 2.37% 12
2020
Q1 		$2.92M Buy
17,511
+4,407
+34% +$863K 2.63% 10
2019
Q4 		$2.69M Sell
13,104
-94
-0.7% -$18.2K 2.23% 16
2019
Q3 		$2.35M Buy
13,198
+1,400
+12% +$266K 2.18% 16
2019
Q2 		$2.28M Buy
11,798
+2,605
+28% +$476K 2.23% 15
2019
Q1 		$1.53M Sell
9,193
-826
-8% -$131K 1.58% 20
2018
Q4 		$1.31M Buy
+10,019
New +$1.45M 1.61% 21

Other funds holding META

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
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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

Xcel Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 28% in Q2 2026, selling an estimated $679K and leaving 2,850 shares worth $1.61M. The position accounts for 0.38% of the portfolio, ranked #57.

Xcel Wealth Management first reported a position in META in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.5M in Q3 2021. 2,121 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Xcel Wealth Management held 2,850 shares of Meta Platforms (Facebook) worth $1.61M as of Q2 2026.
  • Xcel Wealth Management sold 1,111 Meta Platforms (Facebook) shares in Q2 2026, an estimated $679K.
  • Meta Platforms (Facebook) made up 0.38% of Xcel Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Xcel Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 31 quarters since.
  • Xcel Wealth Management's Meta Platforms (Facebook) position peaked at $4.5M in Q3 2021.
  • 2,121 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.