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

Herold 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 		$5.14M Sell
7,083
-176
-2% -$110K 1% 26
2026
Q2 		$4.09M Buy
7,259
+248
+4% +$152K 0.81% 29
2026
Q1 		$4.01M Sell
7,011
-50
-0.7% -$32K 0.88% 28
2025
Q4 		$4.66M Sell
7,061
-280
-4% -$187K 1.04% 20
2025
Q3 		$5.39M Sell
7,341
-2,063
-22% -$1.54M 1.25% 17
2025
Q2 		$6.94M Sell
9,404
-475
-5% -$294K 1.46% 12
2025
Q1 		$5.7M Sell
9,879
-348
-3% -$225K 1.25% 16
2024
Q4 		$5.99M Sell
10,227
-339
-3% -$199K 1.31% 15
2024
Q3 		$6.05M Sell
10,566
-802
-7% -$413K 1.31% 13
2024
Q2 		$5.73M Buy
11,368
+2,958
+35% +$1.44M 1.33% 14
2024
Q1 		$4.08M Buy
8,410
+245
+3% +$109K 0.99% 19
2023
Q4 		$2.89M Buy
8,165
+46
+0.6% +$15K 0.8% 35
2023
Q3 		$2.44M Sell
8,119
-186
-2% -$56K 0.74% 34
2023
Q2 		$2.38M Sell
8,305
-465
-5% -$115K 0.73% 32
2023
Q1 		$1.86M Buy
8,770
+2,435
+38% +$415K 0.64% 44
2022
Q4 		$762K Buy
6,335
+135
+2% +$15.9K 0.32% 93
2022
Q3 		$841K Buy
6,200
+190
+3% +$30.8K 0.4% 84
2022
Q2 		$969K Hold
6,010
– – 0.43% 79
2022
Q1 		$1.34M Sell
6,010
-450
-7% -$112K 0.48% 67
2021
Q4 		$2.17M Sell
6,460
-60
-0.9% -$19.9K 0.84% 31
2021
Q3 		$2.21M Buy
+6,520
New +$2.35M 0.86% 25

Other funds holding META

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Herold Advisors's META Position: Q3 2026 in Review

Herold Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.4% in Q3 2026, selling an estimated $110K and leaving 7,083 shares worth $5.14M. The position accounts for 1% of the portfolio, ranked #26.

Herold Advisors first reported a position in META in Q3 2021 and has held it in 21 quarters since. The position peaked at $6.94M in Q2 2025. 1,157 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Herold Advisors held 7,083 shares of Meta Platforms (Facebook) worth $5.14M as of Q3 2026.
  • Herold Advisors sold 176 Meta Platforms (Facebook) shares in Q3 2026, an estimated $110K.
  • Meta Platforms (Facebook) made up 1% of Herold Advisors's portfolio in Q3 2026, its #26 holding.
  • Herold Advisors first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 21 quarters since.
  • Herold Advisors's Meta Platforms (Facebook) position peaked at $6.94M in Q2 2025.
  • 1,157 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.