Hegarty Advisors
META icon

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

Hegarty 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 		$230K Buy
+317
New +$198K 0.14% 60
2026
Q1 		– Sell
-318
Closed -$210K – 59
2025
Q4 		$210K Buy
+318
New +$212K 0.18% 54

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Hegarty Advisors's META Position: Q3 2026 in Review

Hegarty Advisors opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 317 shares worth $230K. The stake represents 0.14% of the portfolio and ranks #60 among its holdings. This is a return to the name: Hegarty Advisors previously reported a position in META as recently as Q4 2025.

Hegarty Advisors first reported a position in META in Q4 2025 and has held it in 2 quarters since. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Hegarty Advisors held 317 shares of Meta Platforms (Facebook) worth $230K as of Q3 2026.
  • Meta Platforms (Facebook) was a new Hegarty Advisors position in Q3 2026.
  • Meta Platforms (Facebook) made up 0.14% of Hegarty Advisors's portfolio in Q3 2026, its #60 holding.
  • Hegarty Advisors first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 2 quarters since.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.