Everhart Financial Group
META icon

Everhart Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Everhart Financial 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 		$14.6M Buy
20,178
+1,007
+5% +$629K 0.9% 16
2026
Q2 		$10.8M Sell
19,171
-313
-2% -$191K 0.69% 22
2026
Q1 		$11.1M Buy
19,484
+510
+3% +$327K 0.95% 18
2025
Q4 		$12.5M Buy
18,974
+198
+1% +$132K 1.16% 12
2025
Q3 		$13.8M Buy
18,776
+914
+5% +$680K 1.38% 10
2025
Q2 		$13.2M Buy
17,862
+276
+2% +$171K 1.52% 10
2025
Q1 		$10.1M Buy
17,586
+586
+3% +$378K 1.39% 11
2024
Q4 		$10M Buy
17,000
+4,124
+32% +$2.42M 2.05% 10
2024
Q3 		$7.37M Buy
12,876
+1,507
+13% +$775K 1.63% 10
2024
Q2 		$5.73M Buy
11,369
+1,151
+11% +$559K 1.49% 10
2024
Q1 		$4.96M Buy
10,218
+878
+9% +$392K 1.44% 10
2023
Q4 		$3.31M Buy
9,340
+609
+7% +$198K 1.17% 17
2023
Q3 		$2.46M Buy
8,731
+533
+7% +$161K 1.04% 25
2023
Q2 		$2.2M Buy
8,198
+377
+5% +$93K 0.91% 25
2023
Q1 		$1.66M Buy
7,821
+2,863
+58% +$488K 0.74% 29
2022
Q4 		$597K Buy
4,958
+800
+19% +$93.9K 0.3% 74
2022
Q3 		$564K Buy
4,158
+1,827
+78% +$296K 0.31% 64
2022
Q2 		$376K Sell
2,331
-709
-23% -$137K 0.23% 104
2022
Q1 		$676K Sell
3,040
-263
-8% -$65.7K 0.39% 53
2021
Q4 		$1.11M Sell
3,303
-52
-2% -$17.3K 0.67% 36
2021
Q3 		$1.14M Buy
3,355
+415
+14% +$149K 0.78% 30
2021
Q2 		$1.02M Buy
2,940
+1,851
+170% +$594K 0.7% 33
2021
Q1 		$321K Buy
1,089
+81
+8% +$21.8K 0.28% 58
2020
Q4 		$276K Buy
+1,008
New +$276K 0.25% 61

Other funds holding META

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
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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Everhart Financial Group's META Position: Q3 2026 in Review

Everhart Financial Group increased its Meta Platforms (Facebook) (META) stake by 5.3% in Q3 2026, buying an estimated $629K and bringing the position to 20,178 shares worth $14.6M. The position accounts for 0.9% of the portfolio, ranked #16.

Everhart Financial Group first reported a position in META in Q4 2020 and has held it in 24 quarters since. 1,737 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Everhart Financial Group held 20,178 shares of Meta Platforms (Facebook) worth $14.6M as of Q3 2026.
  • Everhart Financial Group bought 1,007 Meta Platforms (Facebook) shares in Q3 2026, an estimated $629K.
  • Meta Platforms (Facebook) made up 0.9% of Everhart Financial Group's portfolio in Q3 2026, its #16 holding.
  • Everhart Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 24 quarters since.
  • 1,737 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.