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

Brown 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	$1.03M	Buy	1,417 +228	+19%	+$142K	0.23%	52
2026 Q2	$670K	Sell	1,189 -242	-17%	-$148K	0.15%	71
2026 Q1	$819K	Buy	1,431 +256	+22%	+$164K	0.21%	58
2025 Q4	$776K	Sell	1,175 -28	-2%	-$18.7K	0.2%	63
2025 Q3	$884K	Buy	1,203 +357	+42%	+$266K	0.25%	57
2025 Q2	$624K	Buy	846 +154	+22%	+$95.2K	0.19%	60
2025 Q1	$399K	Buy	692 +329	+91%	+$212K	0.14%	69
2024 Q4	$213K	Buy	+363	New	+$213K	0.08%	79

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

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

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

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Brown Wealth Management increased its Meta Platforms (Facebook) (META) stake by 19% in Q3 2026, buying an estimated $142K and bringing the position to 1,417 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #52.

Brown Wealth Management first reported a position in META in Q4 2024 and has held it in 8 quarters since. 1,389 funds tracked by Wall St. Rank hold META as of Q3 2026.

Brown Wealth Management held 1,417 shares of Meta Platforms (Facebook) worth $1.03M as of Q3 2026.
Brown Wealth Management bought 228 Meta Platforms (Facebook) shares in Q3 2026, an estimated $142K.
Meta Platforms (Facebook) made up 0.23% of Brown Wealth Management's portfolio in Q3 2026, its #52 holding.
Brown Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
1,389 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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