Holos Integrated Wealth
META icon

Holos Integrated Wealth’s Meta Platforms (Facebook) META Stock Holding History

Holos Integrated Wealth’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 		$363K Buy
515
+44
+9% +$27.5K 0.16% 57
2026
Q2 		$290K Hold
471
– – 0.14% 65
2026
Q1 		$271K Buy
471
+79
+20% +$50.6K 0.14% 67
2025
Q4 		$255K Hold
392
– – 0.14% 58
2025
Q3 		$276K Hold
392
– – 0.16% 51
2025
Q2 		$302K Hold
392
– – 0.18% 46
2025
Q1 		$226K Hold
392
– – 0.15% 58
2024
Q4 		$230K Buy
+392
New +$230K 0.16% 52

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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

Holos Integrated Wealth's META Position: Q3 2026 in Review

Holos Integrated Wealth increased its Meta Platforms (Facebook) (META) stake by 9.3% in Q3 2026, buying an estimated $27.5K and bringing the position to 515 shares worth $363K. The position accounts for 0.16% of the portfolio, ranked #57.

Holos Integrated Wealth first reported a position in META in Q4 2024 and has held it in 8 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Holos Integrated Wealth held 515 shares of Meta Platforms (Facebook) worth $363K as of Q3 2026.
  • Holos Integrated Wealth bought 44 Meta Platforms (Facebook) shares in Q3 2026, an estimated $27.5K.
  • Meta Platforms (Facebook) made up 0.16% of Holos Integrated Wealth's portfolio in Q3 2026, its #57 holding.
  • Holos Integrated Wealth first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.