HWA
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Heritage Wealth Architects’s Meta Platforms (Facebook) META Stock Holding History

Heritage Wealth Architects’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 		$277K Buy
381
+17
+5% +$10.6K 0.11% 62
2026
Q2 		$239K Sell
364
-5
-1% -$3.06K 0.1% 70
2026
Q1 		$225K Sell
369
-48
-12% -$30.8K 0.09% 71
2025
Q4 		$275K Buy
+417
New +$278K 0.13% 67

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

Heritage Wealth Architects's META Position: Q3 2026 in Review

Heritage Wealth Architects increased its Meta Platforms (Facebook) (META) stake by 4.7% in Q3 2026, buying an estimated $10.6K and bringing the position to 381 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #62.

Heritage Wealth Architects first reported a position in META in Q4 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Heritage Wealth Architects held 381 shares of Meta Platforms (Facebook) worth $277K as of Q3 2026.
  • Heritage Wealth Architects bought 17 Meta Platforms (Facebook) shares in Q3 2026, an estimated $10.6K.
  • Meta Platforms (Facebook) made up 0.11% of Heritage Wealth Architects's portfolio in Q3 2026, its #62 holding.
  • Heritage Wealth Architects first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.