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

Grant Private 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	$14.4M	Sell	19,912 -6,253	-24%	-$3.9M	6.48%	2
2026 Q2	$14.7M	Buy	26,165 +5,984	+30%	+$3.66M	6.21%	2
2026 Q1	$11.5M	Buy	20,181 +7,961	+65%	+$5.1M	6.13%	2
2025 Q4	$8.07M	Buy	12,220 +178	+1%	+$119K	4.87%	4
2025 Q3	$8.84M	Buy	12,042 +1,973	+20%	+$1.47M	5.46%	2
2025 Q2	$7.43M	Buy	10,069 +2,513	+33%	+$1.55M	4.21%	2
2025 Q1	$4.35M	Buy	7,556 +204	+3%	+$132K	4.7%	2
2024 Q4	$4.3M	Buy	+7,352	New	+$4.32M	4.64%	3

Other funds holding META

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

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Grant Private Wealth Management's META Position: Q3 2026 in Review

Grant Private Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 24% in Q3 2026, selling an estimated $3.9M and leaving 19,912 shares worth $14.4M. The position accounts for 6.48% of the portfolio, ranked #2.

Grant Private Wealth Management first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.7M in Q2 2026. 1,093 funds tracked by Wall St. Rank hold META as of Q3 2026.

Grant Private Wealth Management held 19,912 shares of Meta Platforms (Facebook) worth $14.4M as of Q3 2026.
Grant Private Wealth Management sold 6,253 Meta Platforms (Facebook) shares in Q3 2026, an estimated $3.9M.
Meta Platforms (Facebook) made up 6.48% of Grant Private Wealth Management's portfolio in Q3 2026, its #2 holding.
Grant Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
Grant Private Wealth Management's Meta Platforms (Facebook) position peaked at $14.7M in Q2 2026.
1,093 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.