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Global Wealth Strategies & Associates’s Meta Platforms (Facebook) META Stock Holding History

Global Wealth Strategies & Associates’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 		$625K Buy
862
+192
+29% +$120K 0.11% 51
2026
Q2 		$377K Sell
670
-36
-5% -$22K 0.07% 69
2026
Q1 		$404K Sell
706
-32
-4% -$20.5K 0.1% 55
2025
Q4 		$487K Buy
738
+17
+2% +$11.4K 0.12% 40
2025
Q3 		$529K Buy
721
+56
+8% +$41.7K 0.14% 42
2025
Q2 		$491K Sell
665
-72
-10% -$44.5K 0.14% 31
2025
Q1 		$424K Buy
737
+174
+31% +$112K 0.13% 33
2024
Q4 		$330K Buy
563
+39
+7% +$22.9K 0.1% 37
2024
Q3 		$300K Buy
524
+43
+9% +$22.1K 0.1% 33
2024
Q2 		$243K Hold
481
– – 0.09% 35
2024
Q1 		$234K Buy
481
+3
+0.6% +$1.34K 0.09% 38
2023
Q4 		$169K Buy
478
+6
+1% +$1.95K 0.07% 45
2023
Q3 		$142K Buy
472
+30
+7% +$9.04K 0.07% 49
2023
Q2 		$127K Hold
442
– – 0.06% 49
2023
Q1 		$93.7K Buy
442
+97
+28% +$16.5K 0.05% 55
2022
Q4 		$41.5K Buy
+345
New +$40.5K 0.02% 80

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Global Wealth Strategies & Associates's META Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Meta Platforms (Facebook) (META) stake by 29% in Q3 2026, buying an estimated $120K and bringing the position to 862 shares worth $625K. The position accounts for 0.11% of the portfolio, ranked #51.

Global Wealth Strategies & Associates first reported a position in META in Q4 2022 and has held it in 16 quarters since. 276 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Global Wealth Strategies & Associates held 862 shares of Meta Platforms (Facebook) worth $625K as of Q3 2026.
  • Global Wealth Strategies & Associates bought 192 Meta Platforms (Facebook) shares in Q3 2026, an estimated $120K.
  • Meta Platforms (Facebook) made up 0.11% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #51 holding.
  • Global Wealth Strategies & Associates first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 16 quarters since.
  • 276 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.