Intergy Private Wealth
META icon

Intergy Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Intergy Private 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 		$920K Sell
1,269
-154
-11% -$96.1K 0.21% 58
2026
Q2 		$801K Buy
1,423
+90
+7% +$55K 0.19% 63
2026
Q1 		$762K Buy
1,333
+46
+4% +$29.5K 0.22% 57
2025
Q4 		$849K Sell
1,287
-84
-6% -$56.1K 0.26% 53
2025
Q3 		$1.01M Buy
1,371
+28
+2% +$20.8K 0.31% 47
2025
Q2 		$992K Buy
1,343
+97
+8% +$59.9K 0.34% 43
2025
Q1 		$718K Sell
1,246
-906
-42% -$585K 0.27% 53
2024
Q4 		$1.26M Buy
2,152
+27
+1% +$15.8K 0.47% 32
2024
Q3 		$1.22M Buy
2,125
+78
+4% +$40.1K 0.46% 33
2024
Q2 		$1.03M Buy
2,047
+53
+3% +$25.8K 0.43% 38
2024
Q1 		$968K Buy
1,994
+11
+0.6% +$4.91K 0.4% 40
2023
Q4 		$702K Sell
1,983
-25
-1% -$8.14K 0.3% 47
2023
Q3 		$603K Sell
2,008
-106
-5% -$31.9K 0.3% 47
2023
Q2 		$607K Buy
2,114
+121
+6% +$29.9K 0.3% 48
2023
Q1 		$422K Buy
+1,993
New +$339K 0.24% 50

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

Intergy Private Wealth's META Position: Q3 2026 in Review

Intergy Private Wealth reduced its Meta Platforms (Facebook) (META) stake by 11% in Q3 2026, selling an estimated $96.1K and leaving 1,269 shares worth $920K. The position accounts for 0.21% of the portfolio, ranked #58.

Intergy Private Wealth first reported a position in META in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.26M in Q4 2024. 1,525 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Intergy Private Wealth held 1,269 shares of Meta Platforms (Facebook) worth $920K as of Q3 2026.
  • Intergy Private Wealth sold 154 Meta Platforms (Facebook) shares in Q3 2026, an estimated $96.1K.
  • Meta Platforms (Facebook) made up 0.21% of Intergy Private Wealth's portfolio in Q3 2026, its #58 holding.
  • Intergy Private Wealth first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 15 quarters since.
  • Intergy Private Wealth's Meta Platforms (Facebook) position peaked at $1.26M in Q4 2024.
  • 1,525 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.