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Green Ridge Wealth Planning’s Meta Platforms (Facebook) META Stock Holding History

Green Ridge Wealth Planning’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 		$2.48M Buy
3,419
+60
+2% +$37.4K 0.99% 24
2026
Q2 		$1.89M Buy
3,359
+264
+9% +$161K 0.8% 28
2026
Q1 		$1.77M Buy
3,095
+83
+3% +$53.2K 0.93% 27
2025
Q4 		$1.99M Buy
+3,012
New +$2.01M 1.02% 25

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
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
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Green Ridge Wealth Planning's META Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Meta Platforms (Facebook) (META) stake by 1.8% in Q3 2026, buying an estimated $37.4K and bringing the position to 3,419 shares worth $2.48M. The position accounts for 0.99% of the portfolio, ranked #24.

Green Ridge Wealth Planning first reported a position in META in Q4 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Green Ridge Wealth Planning held 3,419 shares of Meta Platforms (Facebook) worth $2.48M as of Q3 2026.
  • Green Ridge Wealth Planning bought 60 Meta Platforms (Facebook) shares in Q3 2026, an estimated $37.4K.
  • Meta Platforms (Facebook) made up 0.99% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #24 holding.
  • Green Ridge Wealth Planning first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.