Consilium Wealth Advisory
META icon

Consilium Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Consilium Wealth Advisory’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 		$4.48M Sell
6,175
-75
-1% -$46.8K 1.32% 18
2026
Q2 		$3.52M Sell
6,250
-1,468
-19% -$898K 1.04% 24
2026
Q1 		$4.42M Buy
7,718
+664
+9% +$426K 1.51% 19
2025
Q4 		$4.66M Buy
7,054
+424
+6% +$283K 1.72% 17
2025
Q3 		$4.87M Sell
6,630
-265
-4% -$197K 1.88% 16
2025
Q2 		$5.09M Buy
6,895
+705
+11% +$436K 2.15% 14
2025
Q1 		$3.57M Buy
6,190
+6
+0.1% +$3.87K 1.79% 16
2024
Q4 		$3.62M Buy
6,184
+563
+10% +$330K 1.73% 20
2024
Q3 		$3.22M Buy
5,621
+193
+4% +$99.3K 1.76% 17
2024
Q2 		$2.74M Sell
5,428
-2,163
-28% -$1.05M 1.49% 19
2024
Q1 		$3.69M Buy
7,591
+532
+8% +$237K 2.07% 15
2023
Q4 		$2.5M Buy
7,059
+373
+6% +$121K 1.5% 20
2023
Q3 		$2.01M Buy
6,686
+174
+3% +$52.4K 1.41% 20
2023
Q2 		$1.87M Buy
6,512
+2,868
+79% +$708K 1.3% 20
2023
Q1 		$772K Sell
3,644
-103
-3% -$17.5K 0.66% 30
2022
Q4 		$451K Sell
3,747
-2,827
-43% -$332K 0.38% 53
2022
Q3 		$892K Buy
6,574
+51
+0.8% +$8.27K 0.99% 24
2022
Q2 		$1.05M Sell
6,523
-1,029
-14% -$199K 1.13% 24
2022
Q1 		$1.68M Buy
7,552
+2,062
+38% +$515K 1.2% 18
2021
Q4 		$1.85M Buy
+5,490
New +$1.82M 1.2% 17

Other funds holding META

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Consilium Wealth Advisory's META Position: Q3 2026 in Review

Consilium Wealth Advisory reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q3 2026, selling an estimated $46.8K and leaving 6,175 shares worth $4.48M. The position accounts for 1.32% of the portfolio, ranked #18.

Consilium Wealth Advisory first reported a position in META in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.09M in Q2 2025. 2,780 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Consilium Wealth Advisory held 6,175 shares of Meta Platforms (Facebook) worth $4.48M as of Q3 2026.
  • Consilium Wealth Advisory sold 75 Meta Platforms (Facebook) shares in Q3 2026, an estimated $46.8K.
  • Meta Platforms (Facebook) made up 1.32% of Consilium Wealth Advisory's portfolio in Q3 2026, its #18 holding.
  • Consilium Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 20 quarters since.
  • Consilium Wealth Advisory's Meta Platforms (Facebook) position peaked at $5.09M in Q2 2025.
  • 2,780 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.