Crown Wealth Group
META icon

Crown Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Crown Wealth Group’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 		$3.13M Sell
4,316
-360
-8% -$225K 0.78% 25
2026
Q2 		$2.63M Buy
4,676
+136
+3% +$83.2K 0.67% 27
2026
Q1 		$2.6M Buy
4,540
+709
+19% +$454K 0.76% 26
2025
Q4 		$2.53M Buy
3,831
+23
+0.6% +$15.4K 0.71% 31
2025
Q3 		$2.8M Buy
3,808
+484
+15% +$360K 0.84% 23
2025
Q2 		$2.45M Buy
3,324
+336
+11% +$208K 0.92% 22
2025
Q1 		$1.72M Buy
2,988
+486
+19% +$314K 0.89% 20
2024
Q4 		$1.47M Buy
2,502
+138
+6% +$81K 0.6% 30
2024
Q3 		$1.35M Buy
2,364
+31
+1% +$16K 0.59% 28
2024
Q2 		$1.18M Buy
2,333
+446
+24% +$217K 0.59% 29
2024
Q1 		$916K Buy
1,887
+221
+13% +$98.6K 0.47% 29
2023
Q4 		$590K Buy
1,666
+222
+15% +$72.3K 0.36% 41
2023
Q3 		$434K Buy
1,444
+261
+22% +$78.6K 0.33% 37
2023
Q2 		$339K Buy
1,183
+94
+9% +$23.2K 0.27% 43
2023
Q1 		$231K Buy
+1,089
New +$185K 0.19% 55
2022
Q4 		– Sell
-5,637
Closed -$765K – 72
2022
Q3 		$765K Sell
5,637
-193
-3% -$31.3K 0.78% 23
2022
Q2 		$940K Sell
5,830
-883
-13% -$170K 0.85% 23
2022
Q1 		$1.49M Buy
+6,713
New +$1.68M 1.04% 21

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Crown Wealth Group's META Position: Q3 2026 in Review

Crown Wealth Group reduced its Meta Platforms (Facebook) (META) stake by 7.7% in Q3 2026, selling an estimated $225K and leaving 4,316 shares worth $3.13M. The position accounts for 0.78% of the portfolio, ranked #25.

Crown Wealth Group first reported a position in META in Q1 2022 and has held it in 18 quarters since. 2,199 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Crown Wealth Group held 4,316 shares of Meta Platforms (Facebook) worth $3.13M as of Q3 2026.
  • Crown Wealth Group sold 360 Meta Platforms (Facebook) shares in Q3 2026, an estimated $225K.
  • Meta Platforms (Facebook) made up 0.78% of Crown Wealth Group's portfolio in Q3 2026, its #25 holding.
  • Crown Wealth Group first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 18 quarters since.
  • 2,199 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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