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

Heirloom 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	–	Sell	-47,942	Closed	-$27M	–	67
2026 Q2	$27M	Buy	47,942 +6,424	+15%	+$3.93M	3.91%	10
2026 Q1	$23.8M	Buy	41,518 +13,532	+48%	+$8.67M	4.28%	6
2025 Q4	$18.5M	Buy	27,986 +7,989	+40%	+$5.33M	4.27%	9
2025 Q3	$14.7M	Buy	19,997 +659	+3%	+$490K	3.55%	11
2025 Q2	$14.3M	Buy	19,338 +386	+2%	+$239K	3.77%	11
2025 Q1	$10.9M	Buy	+18,952	New	+$12.2M	3.13%	12
2022 Q2	$6.65M	Buy	39,445 +1,381	+4%	+$266K	5.44%	7
2022 Q1	$7.56M	Buy	38,064 +4,524	+13%	+$1.13M	5.26%	7
2021 Q4	$10.4M	Buy	+33,540	New	+$11.1M	8.88%	3

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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

Heirloom Wealth Management's META Position: Q3 2026 in Review

Heirloom Wealth Management sold out of Meta Platforms (Facebook) (META) in Q3 2026, closing a stake of 47,942 shares — an estimated $27M sold.

Heirloom Wealth Management first reported a position in META in Q4 2021 and held it in 9 quarters. The position peaked at $27M in Q2 2026. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

Heirloom Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q3 2026 after selling out during the quarter.
Heirloom Wealth Management sold 47,942 Meta Platforms (Facebook) shares in Q3 2026, an estimated $27M.
Heirloom Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 9 quarters.
Heirloom Wealth Management's Meta Platforms (Facebook) position peaked at $27M in Q2 2026.
1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.