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Clune & Associates’s Meta Platforms (Facebook) META Stock Holding History

Clune & Associates’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 		– Sell
-373
Closed -$210K – 173
2026
Q2 		$210K Buy
+373
New +$228K 0.03% 164
2026
Q1 		– Sell
-335
Closed -$221K – 172
2025
Q4 		$221K Buy
335
+5
+2% +$3.34K 0.05% 154
2025
Q3 		$242K Hold
330
– – 0.06% 143
2025
Q2 		$244K Buy
+330
New +$204K 0.07% 137

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Clune & Associates's META Position: Q3 2026 in Review

Clune & Associates sold out of Meta Platforms (Facebook) (META) in Q3 2026, closing a stake of 373 shares — an estimated $210K sold.

Clune & Associates first reported a position in META in Q2 2025 and held it in 4 quarters. The position peaked at $244K in Q2 2025. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Clune & Associates reported no remaining Meta Platforms (Facebook) position as of Q3 2026 after selling out during the quarter.
  • Clune & Associates sold 373 Meta Platforms (Facebook) shares in Q3 2026, an estimated $210K.
  • Clune & Associates first reported a position in Meta Platforms (Facebook) in Q2 2025 and held it in 4 quarters.
  • Clune & Associates's Meta Platforms (Facebook) position peaked at $244K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.