Echo Wealth Management
META icon

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

Echo 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 		$426K Hold
588
– – 0.21% 34
2026
Q2 		$331K Buy
588
+2
+0.3% +$1.22K 0.17% 39
2026
Q1 		$335K Sell
586
-51
-8% -$32.7K 0.19% 33
2025
Q4 		$420K Sell
637
-8
-1% -$5.34K 0.25% 33
2025
Q3 		$474K Sell
645
-9
-1% -$6.7K 0.28% 32
2025
Q2 		$483K Sell
654
-195
-23% -$120K 0.3% 33
2025
Q1 		$489K Buy
849
+50
+6% +$32.3K 0.33% 31
2024
Q4 		$468K Sell
799
-34
-4% -$20K 0.32% 32
2024
Q3 		$492K Sell
833
-145
-15% -$74.6K 0.34% 30
2024
Q2 		$493K Sell
978
-265
-21% -$129K 0.37% 28
2024
Q1 		$604K Sell
1,243
-145
-10% -$64.7K 0.5% 28
2023
Q4 		$498K Sell
1,388
-55
-4% -$17.9K 0.46% 27
2023
Q3 		$433K Sell
1,443
-144
-9% -$43.4K 0.47% 28
2023
Q2 		$493K Sell
1,587
-123
-7% -$30.4K 0.53% 28
2023
Q1 		$362K Sell
1,710
-119
-7% -$20.3K 0.4% 33
2022
Q4 		$251K Sell
1,829
-222
-11% -$26.1K 0.27% 38
2022
Q3 		$266K Sell
2,051
-26
-1% -$4.21K 0.35% 36
2022
Q2 		$358K Sell
2,077
-170
-8% -$32.8K 0.48% 31
2022
Q1 		$474K Sell
2,247
-39
-2% -$9.7K 0.56% 30
2021
Q4 		$750K Buy
2,286
+480
+27% +$159K 0.86% 26
2021
Q3 		$596K Sell
1,806
-49
-3% -$17.6K 0.71% 28
2021
Q2 		$641K Sell
1,855
-169
-8% -$54.2K 0.82% 27
2021
Q1 		$596K Sell
2,024
-286
-12% -$77K 0.75% 28
2020
Q4 		$631K Buy
+2,310
New +$633K 0.83% 25

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Echo Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 588 shares worth $426K. The position accounts for 0.21% of the portfolio, ranked #34.

Echo Wealth Management first reported a position in META in Q4 2020 and has held it in 24 quarters since. The position peaked at $750K in Q4 2021. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Echo Wealth Management held 588 shares of Meta Platforms (Facebook) worth $426K as of Q3 2026.
  • Echo Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
  • Meta Platforms (Facebook) made up 0.21% of Echo Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Echo Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 24 quarters since.
  • Echo Wealth Management's Meta Platforms (Facebook) position peaked at $750K in Q4 2021.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.