IWN
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Independent Wealth Network’s Meta Platforms (Facebook) META Stock Holding History

Independent Wealth Network’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 		$2.6M Buy
3,583
+119
+3% +$74.3K 0.65% 29
2026
Q2 		$1.95M Buy
3,464
+244
+8% +$149K 0.5% 44
2026
Q1 		$1.84M Buy
3,220
+14
+0.4% +$8.97K 0.55% 41
2025
Q4 		$2.12M Sell
3,206
-27
-0.8% -$18K 0.65% 35
2025
Q3 		$2.37M Buy
3,233
+44
+1% +$32.7K 0.76% 30
2025
Q2 		$2.35M Buy
3,189
+56
+2% +$34.6K 0.86% 29
2025
Q1 		$1.81M Sell
3,133
-75
-2% -$48.4K 0.72% 37
2024
Q4 		$1.88M Buy
3,208
+131
+4% +$76.9K 0.76% 33
2024
Q3 		$1.76M Buy
3,077
+37
+1% +$19K 0.78% 33
2024
Q2 		$1.53M Sell
3,040
-15
-0.5% -$7.29K 0.71% 36
2024
Q1 		$1.48M Sell
3,055
-1
-0% -$446 0.7% 35
2023
Q4 		$1.08M Buy
3,056
+173
+6% +$56.3K 0.57% 42
2023
Q3 		$866K Buy
2,883
+144
+5% +$43.4K 0.53% 46
2023
Q2 		$786K Buy
2,739
+9
+0.3% +$2.22K 0.47% 53
2023
Q1 		$579K Buy
2,730
+255
+10% +$43.4K 0.37% 62
2022
Q4 		$298K Sell
2,475
-483
-16% -$56.7K 0.2% 127
2022
Q3 		$401K Sell
2,958
-1
-0% -$162 0.31% 80
2022
Q2 		$477K Sell
2,959
-18
-0.6% -$3.47K 0.34% 71
2022
Q1 		$662K Sell
2,977
-125
-4% -$31.2K 0.42% 62
2021
Q4 		$1.04M Buy
3,102
+56
+2% +$18.6K 0.64% 37
2021
Q3 		$1.01M Buy
+3,046
New +$1.1M 0.66% 36

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Independent Wealth Network's META Position: Q3 2026 in Review

Independent Wealth Network increased its Meta Platforms (Facebook) (META) stake by 3.4% in Q3 2026, buying an estimated $74.3K and bringing the position to 3,583 shares worth $2.6M. The position accounts for 0.65% of the portfolio, ranked #29.

Independent Wealth Network first reported a position in META in Q3 2021 and has held it in 21 quarters since. 3,328 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Independent Wealth Network held 3,583 shares of Meta Platforms (Facebook) worth $2.6M as of Q3 2026.
  • Independent Wealth Network bought 119 Meta Platforms (Facebook) shares in Q3 2026, an estimated $74.3K.
  • Meta Platforms (Facebook) made up 0.65% of Independent Wealth Network's portfolio in Q3 2026, its #29 holding.
  • Independent Wealth Network first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 21 quarters since.
  • 3,328 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.