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

Bennett Associates 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	$656K	Buy	904 +12	+1%	+$7.49K	0.4%	27
2026 Q2	$502K	Buy	892 +59	+7%	+$36.1K	0.31%	31
2026 Q1	$477K	Sell	833 -34	-4%	-$21.8K	0.32%	35
2025 Q4	$572K	Buy	867 +231	+36%	+$154K	0.4%	26
2025 Q3	$467K	Buy	636 +169	+36%	+$126K	0.34%	28
2025 Q2	$345K	Buy	+467	New	+$289K	0.27%	36

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Bennett Associates Wealth Management's META Position: Q3 2026 in Review

Bennett Associates Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.3% in Q3 2026, buying an estimated $7.49K and bringing the position to 904 shares worth $656K. The position accounts for 0.4% of the portfolio, ranked #27.

Bennett Associates Wealth Management first reported a position in META in Q2 2025 and has held it in 6 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

Bennett Associates Wealth Management held 904 shares of Meta Platforms (Facebook) worth $656K as of Q3 2026.
Bennett Associates Wealth Management bought 12 Meta Platforms (Facebook) shares in Q3 2026, an estimated $7.49K.
Meta Platforms (Facebook) made up 0.4% of Bennett Associates Wealth Management's portfolio in Q3 2026, its #27 holding.
Bennett Associates Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 6 quarters since.
1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.