Castleview Partners
META icon

Castleview Partners’s Meta Platforms (Facebook) META Stock Holding History

Castleview Partners’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 		$515K Sell
710
-327
-32% -$204K 0.23% 110
2026
Q2 		$584K Buy
1,037
+174
+20% +$106K 0.26% 93
2026
Q1 		$494K Buy
863
+235
+37% +$151K 0.25% 93
2025
Q4 		$415K Buy
628
+103
+20% +$68.8K 0.21% 110
2025
Q3 		$386K Sell
525
-9
-2% -$6.7K 0.21% 99
2025
Q2 		$394K Buy
+534
New +$330K 0.25% 96
2025
Q1 		– Sell
-1,056
Closed -$633K – 411
2024
Q4 		$633K Buy
1,056
+142
+16% +$83.4K 0.34% 72
2024
Q3 		$523K Buy
914
+107
+13% +$55.1K 0.3% 79
2024
Q2 		$407K Buy
807
+201
+33% +$97.7K 0.23% 101
2024
Q1 		$294K Sell
606
-35
-5% -$15.6K 0.16% 139
2023
Q4 		$227K Buy
641
+287
+81% +$93.5K 0.16% 128
2023
Q3 		$106K Sell
354
-54
-13% -$16.3K 0.1% 173
2023
Q2 		$117K Sell
408
-55
-12% -$13.6K 0.11% 169
2023
Q1 		$98.1K Sell
463
-51
-10% -$8.68K 0.09% 184
2022
Q4 		$61.9K Sell
514
-3,368
-87% -$395K 0.06% 208
2022
Q3 		$527K Sell
3,882
-683
-15% -$111K 0.5% 43
2022
Q2 		$228K Buy
4,565
+592
+15% +$114K 0.18% 124
2022
Q1 		$883K Buy
+3,973
New +$993K 0.55% 28
2021
Q2 		$2.04M Buy
+5,872
New +$1.88M 0.89% 21
2018
Q1 		$677K Buy
+4,236
New +$761K 0.56% 46

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Castleview Partners's META Position: Q3 2026 in Review

Castleview Partners reduced its Meta Platforms (Facebook) (META) stake by 32% in Q3 2026, selling an estimated $204K and leaving 710 shares worth $515K. The position accounts for 0.23% of the portfolio, ranked #110.

Castleview Partners first reported a position in META in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.04M in Q2 2021. 1,389 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Castleview Partners held 710 shares of Meta Platforms (Facebook) worth $515K as of Q3 2026.
  • Castleview Partners sold 327 Meta Platforms (Facebook) shares in Q3 2026, an estimated $204K.
  • Meta Platforms (Facebook) made up 0.23% of Castleview Partners's portfolio in Q3 2026, its #110 holding.
  • Castleview Partners first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 20 quarters since.
  • Castleview Partners's Meta Platforms (Facebook) position peaked at $2.04M in Q2 2021.
  • 1,389 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.