Great Waters Wealth Management
META icon

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

Great Waters 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 		$497K Buy
685
+77
+13% +$48.1K 0.04% 70
2026
Q2 		$342K Sell
608
-2
-0.3% -$1.22K 0.03% 96
2026
Q1 		$349K Hold
610
– – 0.04% 85
2025
Q4 		$402K Sell
610
-65
-10% -$43.4K 0.04% 74
2025
Q3 		$495K Buy
675
+64
+10% +$47.6K 0.06% 68
2025
Q2 		$451K Buy
611
+23
+4% +$14.2K 0.06% 60
2025
Q1 		$339K Sell
588
-12
-2% -$7.74K 0.05% 72
2024
Q4 		$351K Buy
600
+14
+2% +$8.22K 0.05% 76
2024
Q3 		$335K Sell
586
-2
-0.3% -$1.03K 0.05% 79
2024
Q2 		$296K Buy
588
+15
+3% +$7.29K 0.05% 81
2024
Q1 		$278K Sell
573
-85
-13% -$37.9K 0.05% 77
2023
Q4 		$227K Buy
+658
New +$214K 0.04% 83

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Great Waters Wealth Management's META Position: Q3 2026 in Review

Great Waters Wealth Management increased its Meta Platforms (Facebook) (META) stake by 13% in Q3 2026, buying an estimated $48.1K and bringing the position to 685 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #70.

Great Waters Wealth Management first reported a position in META in Q4 2023 and has held it in 12 quarters since. 3,376 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Great Waters Wealth Management held 685 shares of Meta Platforms (Facebook) worth $497K as of Q3 2026.
  • Great Waters Wealth Management bought 77 Meta Platforms (Facebook) shares in Q3 2026, an estimated $48.1K.
  • Meta Platforms (Facebook) made up 0.04% of Great Waters Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Great Waters Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • 3,376 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Great Waters Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.