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

BigSur 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	$4.35M	Hold	6,000	–	–	1.03%	25
2026 Q2	$3.38M	Hold	6,000	–	–	0.81%	33
2026 Q1	$3.43M	Sell	6,000 -500	-8%	-$320K	0.96%	30
2025 Q4	$4.29M	Hold	6,500	–	–	1.04%	26
2025 Q3	$4.77M	Hold	6,500	–	–	1.17%	23
2025 Q2	$4.8M	Buy	6,500 +4,100	+171%	+$2.53M	1.21%	23
2025 Q1	$1.38M	Buy	+2,400	New	+$1.55M	0.37%	70
2023 Q1	–	Sell	-5,040	Closed	-$607K	–	132
2022 Q4	$607K	Sell	5,040 -300	-6%	-$35.2K	0.29%	78
2022 Q3	$725K	Hold	5,340	–	–	0.37%	64
2022 Q2	$861K	Hold	5,340	–	–	0.41%	66
2022 Q1	$1.19M	Hold	5,340	–	–	0.46%	59
2021 Q4	$1.8M	Buy	5,340 +300	+6%	+$99.6K	0.7%	43
2021 Q3	$1.71M	Hold	5,040	–	–	0.77%	37
2021 Q2	$1.75M	Sell	5,040 -1,260	-20%	-$404K	0.79%	38
2021 Q1	$1.86M	Sell	6,300 -1,200	-16%	-$323K	0.95%	30
2020 Q4	$2.05M	Hold	7,500	–	–	1.16%	26
2020 Q3	$1.96M	Buy	7,500 +4,000	+114%	+$1.03M	1.25%	24
2020 Q2	$795K	Sell	3,500 -900	-20%	-$188K	0.57%	47
2020 Q1	$734K	Hold	4,400	–	–	0.55%	46
2019 Q4	$903K	Sell	4,400 -500	-10%	-$96.8K	0.51%	47
2019 Q3	$873K	Hold	4,900	–	–	0.59%	43
2019 Q2	$946K	Sell	4,900 -750	-13%	-$137K	0.66%	38
2019 Q1	$942K	Sell	5,650 -2,500	-31%	-$398K	0.62%	39
2018 Q4	$1.07M	Hold	8,150	–	–	0.76%	31
2018 Q3	$1.34M	Hold	8,150	–	–	0.84%	26
2018 Q2	$1.58M	Buy	8,150 +2,000	+33%	+$361K	1.15%	17
2018 Q1	$983K	Buy	6,150 +4,000	+186%	+$718K	0.7%	26
2017 Q4	$379K	Buy	+2,150	New	+$380K	0.38%	58

Other funds holding META

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

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

BigSur Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 6,000 shares worth $4.35M. The position accounts for 1.03% of the portfolio, ranked #25.

BigSur Wealth Management first reported a position in META in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.8M in Q2 2025. 558 funds tracked by Wall St. Rank hold META as of Q3 2026.

BigSur Wealth Management held 6,000 shares of Meta Platforms (Facebook) worth $4.35M as of Q3 2026.
BigSur Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
Meta Platforms (Facebook) made up 1.03% of BigSur Wealth Management's portfolio in Q3 2026, its #25 holding.
BigSur Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 28 quarters since.
BigSur Wealth Management's Meta Platforms (Facebook) position peaked at $4.8M in Q2 2025.
558 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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