Altus Wealth Management
META icon

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

Altus 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
Q3 		$321K Sell
443
-75
-14% -$46.8K 0.12% 26
2026
Q2 		$292K Sell
518
-80
-13% -$48.9K 0.11% 26
2026
Q1 		$342K Buy
598
+15
+3% +$9.6K 0.15% 24
2025
Q4 		$385K Hold
583
– – 0.17% 25
2025
Q3 		$428K Buy
583
+60
+11% +$44.7K 0.19% 22
2025
Q2 		$386K Sell
523
-183
-26% -$113K 0.18% 22
2025
Q1 		$407K Buy
706
+2
+0.3% +$1.29K 0.19% 27
2024
Q4 		$412K Buy
704
+187
+36% +$110K 0.18% 28
2024
Q3 		$296K Sell
517
-225
-30% -$116K 0.14% 35
2024
Q2 		$374K Buy
742
+44
+6% +$21.4K 0.18% 29
2024
Q1 		$339K Hold
698
– – 0.18% 30
2023
Q4 		$247K Buy
+698
New +$227K 0.15% 36

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Altus Wealth Management's META Position: Q3 2026 in Review

Altus Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 14% in Q3 2026, selling an estimated $46.8K and leaving 443 shares worth $321K. The position accounts for 0.12% of the portfolio, ranked #26.

Altus Wealth Management first reported a position in META in Q4 2023 and has held it in 12 quarters since. The position peaked at $428K in Q3 2025. 2,309 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Altus Wealth Management held 443 shares of Meta Platforms (Facebook) worth $321K as of Q3 2026.
  • Altus Wealth Management sold 75 Meta Platforms (Facebook) shares in Q3 2026, an estimated $46.8K.
  • Meta Platforms (Facebook) made up 0.12% of Altus Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Altus Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • Altus Wealth Management's Meta Platforms (Facebook) position peaked at $428K in Q3 2025.
  • 2,309 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Altus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.