Buttonwood Financial Advisors
META icon

Buttonwood Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Buttonwood Financial Advisors’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 		$10.4M Sell
14,313
-26
-0.2% -$16.2K 3.14% 10
2026
Q2 		$8.08M Sell
14,339
-126
-0.9% -$77K 2.46% 13
2026
Q1 		$8.28M Sell
14,465
-227
-2% -$145K 2.77% 10
2025
Q4 		$9.7M Sell
14,692
-154
-1% -$103K 3.23% 9
2025
Q3 		$10.9M Sell
14,846
-947
-6% -$705K 3.75% 8
2025
Q2 		$11.7M Sell
15,793
-332
-2% -$205K 4.68% 6
2025
Q1 		$9.29M Sell
16,125
-657
-4% -$424K 4.08% 7
2024
Q4 		$9.8M Sell
16,782
-643
-4% -$377K 4.32% 7
2024
Q3 		$10M Sell
17,425
-578
-3% -$297K 4.35% 7
2024
Q2 		$9.08M Sell
18,003
-1,389
-7% -$675K 4.28% 7
2024
Q1 		$9.42M Sell
19,392
-680
-3% -$303K 4.43% 6
2023
Q4 		$7.1M Sell
20,072
-1,065
-5% -$347K 3.87% 6
2023
Q3 		$6.35M Sell
21,137
-264
-1% -$79.5K 4.02% 6
2023
Q2 		$6.14M Sell
21,401
-1,272
-6% -$314K 3.85% 7
2023
Q1 		$4.81M Sell
22,673
-465
-2% -$79.2K 3.73% 7
2022
Q4 		$2.78M Buy
23,138
+8,608
+59% +$1.01M 2.34% 8
2022
Q3 		$1.89M Buy
14,530
+461
+3% +$74.7K 1.71% 18
2022
Q2 		$2.27M Buy
14,069
+414
+3% +$79.9K 2.05% 10
2022
Q1 		$3.04M Buy
13,655
+917
+7% +$229K 2.74% 8
2021
Q4 		$4.28M Buy
+12,738
New +$4.23M 4.19% 6

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

Buttonwood Financial Advisors's META Position: Q3 2026 in Review

Buttonwood Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.18% in Q3 2026, selling an estimated $16.2K and leaving 14,313 shares worth $10.4M. The position accounts for 3.14% of the portfolio, ranked #10.

Buttonwood Financial Advisors first reported a position in META in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.7M in Q2 2025. 1,657 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Buttonwood Financial Advisors held 14,313 shares of Meta Platforms (Facebook) worth $10.4M as of Q3 2026.
  • Buttonwood Financial Advisors sold 26 Meta Platforms (Facebook) shares in Q3 2026, an estimated $16.2K.
  • Meta Platforms (Facebook) made up 3.14% of Buttonwood Financial Advisors's portfolio in Q3 2026, its #10 holding.
  • Buttonwood Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 20 quarters since.
  • Buttonwood Financial Advisors's Meta Platforms (Facebook) position peaked at $11.7M in Q2 2025.
  • 1,657 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.