CWM
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Cordatus Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Cordatus Wealth Management’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 		$6.45M Sell
8,888
-428
-5% -$267K 1.43% 16
2026
Q2 		$5.25M Buy
9,316
+38
+0.4% +$23.2K 1.15% 23
2026
Q1 		$5.31M Buy
9,278
+130
+1% +$83.3K 1.26% 18
2025
Q4 		$6.04M Sell
9,148
-296
-3% -$198K 1.4% 15
2025
Q3 		$6.94M Buy
9,444
+4,318
+84% +$3.21M 1.64% 12
2025
Q2 		$3.78M Sell
5,126
-3
-0.1% -$1.85K 0.93% 27
2025
Q1 		$2.96M Buy
5,129
+86
+2% +$55.5K 0.81% 40
2024
Q4 		$2.95M Buy
5,043
+490
+11% +$288K 0.78% 36
2024
Q3 		$2.61M Buy
4,553
+36
+0.8% +$18.5K 0.94% 33
2024
Q2 		$2.28M Buy
4,517
+30
+0.7% +$14.6K 0.85% 37
2024
Q1 		$2.18M Buy
4,487
+2
+0% +$892 1.58% 20
2023
Q4 		$1.59M Sell
4,485
-91
-2% -$29.6K 1.31% 24
2023
Q3 		$1.37M Sell
4,576
-46
-1% -$13.9K 1.26% 25
2023
Q2 		$1.33M Sell
4,622
-16,182
-78% -$3.99M 0.5% 66
2023
Q1 		$4.41M Buy
+20,804
New +$3.54M 5.62% 1
2022
Q1 		– Sell
-630
Closed -$212K – 180
2021
Q4 		$212K Sell
630
-7,978
-93% -$2.65M 0.06% 157
2021
Q3 		$2.92M Buy
+8,608
New +$3.1M 2.25% 15
2021
Q1 		$2.5M Sell
8,482
-490
-5% -$132K 0.96% 29
2020
Q4 		$2.45M Sell
8,972
-153
-2% -$41.9K 1.04% 26
2020
Q3 		$2.39M Buy
+9,125
New +$2.35M 1.15% 19
2019
Q3 		– Sell
-16,963
Closed -$3.27M – 130
2019
Q2 		$3.27M Buy
16,963
+328
+2% +$59.9K 1.91% 13
2019
Q1 		$2.77M Buy
+16,635
New +$2.65M 1.52% 15

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cordatus Wealth Management's META Position: Q3 2026 in Review

Cordatus Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 4.6% in Q3 2026, selling an estimated $267K and leaving 8,888 shares worth $6.45M. The position accounts for 1.43% of the portfolio, ranked #16.

Cordatus Wealth Management first reported a position in META in Q1 2019 and has held it in 22 quarters since. The position peaked at $6.94M in Q3 2025. 3,328 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Cordatus Wealth Management held 8,888 shares of Meta Platforms (Facebook) worth $6.45M as of Q3 2026.
  • Cordatus Wealth Management sold 428 Meta Platforms (Facebook) shares in Q3 2026, an estimated $267K.
  • Meta Platforms (Facebook) made up 1.43% of Cordatus Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Cordatus Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 22 quarters since.
  • Cordatus Wealth Management's Meta Platforms (Facebook) position peaked at $6.94M in Q3 2025.
  • 3,328 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Cordatus Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.