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

Heritage Wealth Management (Ohio)’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	$1.03M	Sell	1,427 -65	-4%	-$40.6K	0.26%	97
2026 Q2	$840K	Buy	1,492 +12	+0.8%	+$7.34K	0.21%	113
2026 Q1	$847K	Buy	1,480 +1,114	+304%	+$714K	0.42%	64
2025 Q4	$242K	Buy	366 +12	+3%	+$8.01K	0.07%	229
2025 Q3	$260K	Sell	354 -12	-3%	-$8.93K	0.08%	211
2025 Q2	$270K	Buy	+366	New	+$226K	0.09%	192
2024 Q3	–	Sell	-395	Closed	-$213K	–	230
2024 Q2	$213K	Buy	+395	New	+$192K	0.07%	211

Other funds holding META

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s META Position: Q3 2026 in Review

Heritage Wealth Management (Ohio) reduced its Meta Platforms (Facebook) (META) stake by 4.4% in Q3 2026, selling an estimated $40.6K and leaving 1,427 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #97.

Heritage Wealth Management (Ohio) first reported a position in META in Q2 2024 and has held it in 7 quarters since. 3,397 funds tracked by Wall St. Rank hold META as of Q3 2026.

Heritage Wealth Management (Ohio) held 1,427 shares of Meta Platforms (Facebook) worth $1.03M as of Q3 2026.
Heritage Wealth Management (Ohio) sold 65 Meta Platforms (Facebook) shares in Q3 2026, an estimated $40.6K.
Meta Platforms (Facebook) made up 0.26% of Heritage Wealth Management (Ohio)'s portfolio in Q3 2026, its #97 holding.
Heritage Wealth Management (Ohio) first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 7 quarters since.
3,397 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2026, filed 28 Oct 2026.