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

Forza 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	$309K	Buy	426 +64	+18%	+$39.9K	0.09%	167
2026 Q2	$204K	Hold	362	–	–	0.06%	193
2026 Q1	$207K	Sell	362 -40	-10%	-$25.6K	0.07%	181
2025 Q4	$265K	Hold	402	–	–	0.1%	165
2025 Q3	$295K	Buy	402 +15	+4%	+$11.2K	0.11%	159
2025 Q2	$286K	Sell	387 -5	-1%	-$3.09K	0.12%	162
2025 Q1	$226K	Hold	392	–	–	0.1%	166
2024 Q4	$230K	Buy	392 +18	+5%	+$10.6K	0.1%	169
2024 Q3	$214K	Buy	+374	New	+$192K	0.1%	175

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

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

Forza Wealth Management increased its Meta Platforms (Facebook) (META) stake by 18% in Q3 2026, buying an estimated $39.9K and bringing the position to 426 shares worth $309K. The position accounts for 0.09% of the portfolio, ranked #167.

Forza Wealth Management first reported a position in META in Q3 2024 and has held it in 9 quarters since. 1,250 funds tracked by Wall St. Rank hold META as of Q3 2026.

Forza Wealth Management held 426 shares of Meta Platforms (Facebook) worth $309K as of Q3 2026.
Forza Wealth Management bought 64 Meta Platforms (Facebook) shares in Q3 2026, an estimated $39.9K.
Meta Platforms (Facebook) made up 0.09% of Forza Wealth Management's portfolio in Q3 2026, its #167 holding.
Forza Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 9 quarters since.
1,250 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.