Forteris Wealth Management
META icon

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

Forteris 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 		$3.27M Sell
4,505
-182
-4% -$114K 2.7% 14
2026
Q2 		$2.64M Hold
4,687
– – 2.16% 15
2026
Q1 		$2.68M Buy
4,687
+12
+0.3% +$7.69K 2.57% 14
2025
Q4 		$3.09M Buy
+4,675
New +$3.12M 3.04% 13

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Forteris Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 3.9% in Q3 2026, selling an estimated $114K and leaving 4,505 shares worth $3.27M. The position accounts for 2.7% of the portfolio, ranked #14.

Forteris Wealth Management first reported a position in META in Q4 2025 and has held it in 4 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Forteris Wealth Management held 4,505 shares of Meta Platforms (Facebook) worth $3.27M as of Q3 2026.
  • Forteris Wealth Management sold 182 Meta Platforms (Facebook) shares in Q3 2026, an estimated $114K.
  • Meta Platforms (Facebook) made up 2.7% of Forteris Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Forteris Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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