Henrickson Nauta Wealth Advisors
META icon

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

Henrickson Nauta 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 		$1.32M Sell
1,840
-224
-11% -$140K 0.44% 28
2026
Q2 		$1.16M Buy
2,064
+544
+36% +$333K 0.28% 30
2026
Q1 		$870K Sell
1,520
-1,020
-40% -$654K 0.24% 36
2025
Q4 		$1.68M Buy
2,540
+1,079
+74% +$721K 0.25% 35
2025
Q3 		$1.07M Buy
1,461
+76
+5% +$56.6K 0.34% 28
2025
Q2 		$1.02M Buy
1,385
+61
+5% +$37.7K 0.35% 26
2025
Q1 		$723K Buy
1,324
+13
+1% +$8.39K 0.3% 32
2024
Q4 		$768K Buy
1,311
+31
+2% +$18.2K 0.31% 32
2024
Q3 		$733K Buy
1,280
+47
+4% +$24.2K 0.29% 32
2024
Q2 		$622K Sell
1,233
-14
-1% -$6.8K 0.27% 38
2024
Q1 		$648K Buy
1,247
+23
+2% +$10.3K 0.29% 36
2023
Q4 		$433K Buy
1,224
+18
+1% +$5.86K 0.21% 47
2023
Q3 		$362K Buy
1,206
+195
+19% +$58.8K 0.22% 39
2023
Q2 		$290K Sell
1,011
-11
-1% -$2.71K 0.2% 44
2023
Q1 		$217K Buy
+1,022
New +$174K 0.16% 53
2022
Q2 		– Sell
-1,001
Closed -$223K – 48
2022
Q1 		$223K Hold
1,001
– – 0.19% 40
2021
Q4 		$309K Buy
+1,001
New +$332K 0.25% 28

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Henrickson Nauta Wealth Advisors's META Position: Q3 2026 in Review

Henrickson Nauta Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 11% in Q3 2026, selling an estimated $140K and leaving 1,840 shares worth $1.32M. The position accounts for 0.44% of the portfolio, ranked #28.

Henrickson Nauta Wealth Advisors first reported a position in META in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.68M in Q4 2025. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Henrickson Nauta Wealth Advisors held 1,840 shares of Meta Platforms (Facebook) worth $1.32M as of Q3 2026.
  • Henrickson Nauta Wealth Advisors sold 224 Meta Platforms (Facebook) shares in Q3 2026, an estimated $140K.
  • Meta Platforms (Facebook) made up 0.44% of Henrickson Nauta Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Henrickson Nauta Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 17 quarters since.
  • Henrickson Nauta Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.68M in Q4 2025.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.