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Insight Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History

Insight Wealth Strategies’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 		$826K Buy
1,139
+74
+7% +$46.2K 0.08% 111
2026
Q2 		$653K Sell
1,065
-91
-8% -$55.6K 0.06% 116
2026
Q1 		$661K Sell
1,156
-181
-14% -$116K 0.07% 119
2025
Q4 		$883K Sell
1,337
-5,808
-81% -$3.88M 0.1% 110
2025
Q3 		$5.25M Buy
7,145
+240
+3% +$179K 0.62% 45
2025
Q2 		$4.97M Buy
6,905
+729
+12% +$450K 0.63% 39
2025
Q1 		$3.56M Buy
6,176
+5,109
+479% +$3.3M 0.48% 65
2024
Q4 		$625K Buy
1,067
+17
+2% +$9.98K 0.08% 113
2024
Q3 		$601K Buy
1,050
+1
+0.1% +$515 0.08% 124
2024
Q2 		$529K Buy
1,049
+101
+11% +$49.1K 0.08% 129
2024
Q1 		$460K Sell
948
-32
-3% -$14.3K 0.07% 136
2023
Q4 		$347K Buy
980
+89
+10% +$29K 0.06% 141
2023
Q3 		$267K Sell
891
-7
-0.8% -$2.11K 0.05% 133
2023
Q2 		$258K Buy
+898
New +$222K 0.05% 128
2022
Q2 		– Sell
-1,009
Closed -$224K – 157
2022
Q1 		$224K Buy
1,009
+89
+10% +$22.2K 0.03% 149
2021
Q4 		$309K Sell
920
-4
-0.4% -$1.33K 0.04% 134
2021
Q3 		$314K Buy
924
+42
+5% +$15.1K 0.04% 158
2021
Q2 		$307K Sell
882
-2,172
-71% -$697K 0.04% 159
2021
Q1 		$899K Sell
3,054
-21
-0.7% -$5.65K 0.12% 111
2020
Q4 		$840K Buy
3,075
+285
+10% +$78.1K 0.14% 85
2020
Q3 		$731K Sell
2,790
-5,163
-65% -$1.33M 0.14% 71
2020
Q2 		$1.81M Buy
7,953
+1,687
+27% +$352K 0.4% 29
2020
Q1 		$1.04M Sell
6,266
-8,343
-57% -$1.63M 0.28% 35
2019
Q4 		$3M Buy
14,609
+563
+4% +$109K 0.63% 26
2019
Q3 		$2.5M Buy
14,046
+1,802
+15% +$343K 0.59% 29
2019
Q2 		$2.36M Buy
12,244
+10,835
+769% +$1.98M 0.58% 27
2019
Q1 		$235K Sell
1,409
-480
-25% -$76.3K 0.07% 126
2018
Q4 		$248K Buy
+1,889
New +$274K 0.08% 123

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

Insight Wealth Strategies's META Position: Q3 2026 in Review

Insight Wealth Strategies increased its Meta Platforms (Facebook) (META) stake by 6.9% in Q3 2026, buying an estimated $46.2K and bringing the position to 1,139 shares worth $826K. The position accounts for 0.08% of the portfolio, ranked #111.

Insight Wealth Strategies first reported a position in META in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.25M in Q3 2025. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Insight Wealth Strategies held 1,139 shares of Meta Platforms (Facebook) worth $826K as of Q3 2026.
  • Insight Wealth Strategies bought 74 Meta Platforms (Facebook) shares in Q3 2026, an estimated $46.2K.
  • Meta Platforms (Facebook) made up 0.08% of Insight Wealth Strategies's portfolio in Q3 2026, its #111 holding.
  • Insight Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 28 quarters since.
  • Insight Wealth Strategies's Meta Platforms (Facebook) position peaked at $5.25M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.