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

GoalFusion 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	$635K	Sell	876 -53	-6%	-$33.1K	0.25%	19
2026 Q2	$523K	Buy	929 +50	+6%	+$30.6K	0.21%	20
2026 Q1	$503K	Sell	879 -5	-0.6%	-$3.2K	0.23%	18
2025 Q4	$584K	Hold	884	–	–	0.27%	17
2025 Q3	$649K	Hold	884	–	–	0.31%	17
2025 Q2	$652K	Hold	884	–	–	0.34%	17
2025 Q1	$510K	Hold	884	–	–	0.28%	15
2024 Q4	$518K	Hold	884	–	–	0.28%	16
2024 Q3	$506K	Sell	884 -4	-0.5%	-$2.06K	0.28%	17
2024 Q2	$448K	Hold	888	–	–	0.28%	17
2024 Q1	$431K	Sell	888 -220	-20%	-$98.1K	0.27%	21
2023 Q4	$392K	Buy	1,108 +181	+20%	+$58.9K	0.27%	22
2023 Q3	$278K	Buy	+927	New	+$279K	0.21%	21

Other funds holding META

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

GoalFusion Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 5.7% in Q3 2026, selling an estimated $33.1K and leaving 876 shares worth $635K. The position accounts for 0.25% of the portfolio, ranked #19.

GoalFusion Wealth Management first reported a position in META in Q3 2023 and has held it in 13 quarters since. The position peaked at $652K in Q2 2025. 1,961 funds tracked by Wall St. Rank hold META as of Q3 2026.

GoalFusion Wealth Management held 876 shares of Meta Platforms (Facebook) worth $635K as of Q3 2026.
GoalFusion Wealth Management sold 53 Meta Platforms (Facebook) shares in Q3 2026, an estimated $33.1K.
Meta Platforms (Facebook) made up 0.25% of GoalFusion Wealth Management's portfolio in Q3 2026, its #19 holding.
GoalFusion Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 13 quarters since.
GoalFusion Wealth Management's Meta Platforms (Facebook) position peaked at $652K in Q2 2025.
1,961 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on GoalFusion Wealth Management's 13F filing for Q3 2026, filed 6 Oct 2026.