Athena Wealth Management
META icon

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

Athena 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 		$433K Buy
597
+2
+0.3% +$1.25K 0.31% 63
2026
Q2 		$335K Sell
595
-279
-32% -$171K 0.25% 75
2026
Q1 		$500K Sell
874
-25
-3% -$16K 0.41% 59
2025
Q4 		$594K Buy
+899
New +$600K 0.58% 35

Other funds holding META

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Athena Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.34% in Q3 2026, buying an estimated $1.25K and bringing the position to 597 shares worth $433K. The position accounts for 0.31% of the portfolio, ranked #63.

Athena Wealth Management first reported a position in META in Q4 2025 and has held it in 4 quarters since. The position peaked at $594K in Q4 2025. 1,449 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Athena Wealth Management held 597 shares of Meta Platforms (Facebook) worth $433K as of Q3 2026.
  • Athena Wealth Management bought 2 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.25K.
  • Meta Platforms (Facebook) made up 0.31% of Athena Wealth Management's portfolio in Q3 2026, its #63 holding.
  • Athena Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • Athena Wealth Management's Meta Platforms (Facebook) position peaked at $594K in Q4 2025.
  • 1,449 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Athena Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.