Discipline Wealth Solutions
META icon

Discipline Wealth Solutions’s Meta Platforms (Facebook) META Stock Holding History

Discipline Wealth Solutions’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 		$353K Sell
487
-2
-0.4% -$1.25K 0.03% 148
2026
Q2 		$275K Buy
489
+75
+18% +$45.9K 0.02% 171
2026
Q1 		$237K Buy
414
+71
+21% +$45.5K 0.02% 177
2025
Q4 		$226K Buy
+343
New +$229K 0.04% 157

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

Discipline Wealth Solutions's META Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its Meta Platforms (Facebook) (META) stake by 0.41% in Q3 2026, selling an estimated $1.25K and leaving 487 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #148.

Discipline Wealth Solutions first reported a position in META in Q4 2025 and has held it in 4 quarters since. 1,389 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Discipline Wealth Solutions held 487 shares of Meta Platforms (Facebook) worth $353K as of Q3 2026.
  • Discipline Wealth Solutions sold 2 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.25K.
  • Meta Platforms (Facebook) made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #148 holding.
  • Discipline Wealth Solutions first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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