Capstone Wealth Management Group (Oregon)’s Meta Platforms (Facebook) META Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$2.4M	Sell	3,311 -6	-0.2%	-$3.74K	1.41%	22
2026 Q2	$1.87M	Buy	3,317 +17	+0.5%	+$10.4K	1.13%	28
2026 Q1	$1.89M	Sell	3,300 -7	-0.2%	-$4.49K	1.16%	28
2025 Q4	$2.18M	Buy	3,307 +62	+2%	+$41.4K	1.32%	25
2025 Q3	$2.38M	Buy	3,245 +20	+0.6%	+$14.9K	1.52%	21
2025 Q2	$2.38M	Buy	3,225 +286	+10%	+$177K	1.73%	17
2025 Q1	$1.69M	Sell	2,939 -248	-8%	-$160K	1.35%	25
2024 Q4	$1.87M	Buy	+3,187	New	+$1.87M	1.42%	19

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

Capstone Wealth Management Group (Oregon)'s META Position: Q3 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Meta Platforms (Facebook) (META) stake by 0.18% in Q3 2026, selling an estimated $3.74K and leaving 3,311 shares worth $2.4M. The position accounts for 1.41% of the portfolio, ranked #22.

Capstone Wealth Management Group (Oregon) 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.

Capstone Wealth Management Group (Oregon) held 3,311 shares of Meta Platforms (Facebook) worth $2.4M as of Q3 2026.
Capstone Wealth Management Group (Oregon) sold 6 Meta Platforms (Facebook) shares in Q3 2026, an estimated $3.74K.
Meta Platforms (Facebook) made up 1.41% of Capstone Wealth Management Group (Oregon)'s portfolio in Q3 2026, its #22 holding.
Capstone Wealth Management Group (Oregon) 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 Capstone Wealth Management Group (Oregon)'s 13F filing for Q3 2026, filed 19 Oct 2026.