HWA
META icon

Heartwood Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Heartwood Wealth Advisors’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 		$1.02M Buy
1,405
+182
+15% +$114K 0.08% 103
2026
Q2 		$689K Buy
1,223
+113
+10% +$69.1K 0.05% 121
2026
Q1 		$635K Buy
1,110
+82
+8% +$52.6K 0.06% 121
2025
Q4 		$679K Buy
1,028
+49
+5% +$32.7K 0.06% 99
2025
Q3 		$719K Hold
979
– – 0.07% 96
2025
Q2 		$723K Sell
979
-16
-2% -$9.89K 0.08% 94
2025
Q1 		$573K Buy
995
+33
+3% +$21.3K 0.07% 96
2024
Q4 		$563K Buy
962
+32
+3% +$18.8K 0.06% 92
2024
Q3 		$532K Sell
930
-198
-18% -$102K 0.06% 94
2024
Q2 		$569K Buy
+1,128
New +$548K 0.07% 91

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

Heartwood Wealth Advisors's META Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 15% in Q3 2026, buying an estimated $114K and bringing the position to 1,405 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #103.

Heartwood Wealth Advisors first reported a position in META in Q2 2024 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Heartwood Wealth Advisors held 1,405 shares of Meta Platforms (Facebook) worth $1.02M as of Q3 2026.
  • Heartwood Wealth Advisors bought 182 Meta Platforms (Facebook) shares in Q3 2026, an estimated $114K.
  • Meta Platforms (Facebook) made up 0.08% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #103 holding.
  • Heartwood Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 10 quarters since.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.