AFPL
META icon

Advus Financial Partners, LLC’s Meta Platforms (Facebook) META Stock Holding History

Advus Financial Partners, LLC’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 		$1.19M Sell
2,109
-122
-5% -$74.6K 0.27% 76
2026
Q1 		$1.28M Buy
2,231
+99
+5% +$63.4K 0.32% 62
2025
Q4 		$1.41M Sell
2,132
-695
-25% -$464K 0.34% 56
2025
Q3 		$2.08M Sell
2,827
-165
-6% -$123K 0.5% 39
2025
Q2 		$2.21M Sell
2,992
-28
-0.9% -$17.3K 0.56% 32
2025
Q1 		$1.74M Buy
3,020
+402
+15% +$259K 0.49% 37
2024
Q4 		$1.53M Buy
2,618
+206
+9% +$121K 0.43% 40
2024
Q3 		$1.38M Sell
2,412
-12
-0.5% -$6.17K 0.39% 46
2024
Q2 		$1.22M Sell
2,424
-38
-2% -$18.5K 0.37% 45
2024
Q1 		$1.2M Sell
2,462
-122
-5% -$54.4K 0.37% 44
2023
Q4 		$915K Sell
2,584
-385
-13% -$125K 0.31% 51
2023
Q3 		$891K Buy
2,969
+154
+5% +$46.4K 0.35% 46
2023
Q2 		$808K Buy
2,815
+67
+2% +$16.5K 0.31% 49
2023
Q1 		$582K Buy
2,748
+563
+26% +$95.9K 0.24% 61
2022
Q4 		$263K Sell
2,185
-244
-10% -$28.7K 0.11% 115
2022
Q3 		$330K Buy
2,429
+232
+11% +$37.6K 0.18% 83
2022
Q2 		$354K Buy
2,197
+107
+5% +$20.6K 0.19% 76
2022
Q1 		$465K Buy
+2,090
New +$522K 0.24% 64
2021
Q3 		$648K Buy
+1,928
New +$694K 0.36% 37

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Advus Financial Partners, LLC's META Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Meta Platforms (Facebook) (META) stake by 5.5% in Q2 2026, selling an estimated $74.6K and leaving 2,109 shares worth $1.19M. The position accounts for 0.27% of the portfolio, ranked #76.

Advus Financial Partners, LLC first reported a position in META in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.21M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Advus Financial Partners, LLC held 2,109 shares of Meta Platforms (Facebook) worth $1.19M as of Q2 2026.
  • Advus Financial Partners, LLC sold 122 Meta Platforms (Facebook) shares in Q2 2026, an estimated $74.6K.
  • Meta Platforms (Facebook) made up 0.27% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #76 holding.
  • Advus Financial Partners, LLC first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Meta Platforms (Facebook) position peaked at $2.21M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.