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

Inspirion Wealth 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 		$841K Sell
1,160
-73
-6% -$45.6K 0.1% 80
2026
Q2 		$756K Sell
1,233
-88
-7% -$53.8K 0.09% 89
2026
Q1 		$756K Sell
1,321
-362
-22% -$232K 0.09% 86
2025
Q4 		$1.11M Buy
1,683
+906
+117% +$605K 0.14% 67
2025
Q3 		$445K Sell
777
-81
-9% -$60.3K 0.06% 102
2025
Q2 		$633K Buy
858
+75
+10% +$46.3K 0.08% 89
2025
Q1 		$451K Buy
783
+11
+1% +$7.1K 0.06% 100
2024
Q4 		$477K Sell
772
-5
-0.6% -$2.94K 0.07% 95
2024
Q3 		$445K Sell
777
-7
-0.9% -$3.6K 0.06% 102
2024
Q2 		$395K Buy
784
+256
+48% +$124K 0.06% 99
2024
Q1 		$256K Buy
+528
New +$236K 0.04% 125

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

Inspirion Wealth Advisors's META Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 5.9% in Q3 2026, selling an estimated $45.6K and leaving 1,160 shares worth $841K. The position accounts for 0.1% of the portfolio, ranked #80.

Inspirion Wealth Advisors first reported a position in META in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.11M in Q4 2025. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Inspirion Wealth Advisors held 1,160 shares of Meta Platforms (Facebook) worth $841K as of Q3 2026.
  • Inspirion Wealth Advisors sold 73 Meta Platforms (Facebook) shares in Q3 2026, an estimated $45.6K.
  • Meta Platforms (Facebook) made up 0.1% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #80 holding.
  • Inspirion Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 11 quarters since.
  • Inspirion Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.11M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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