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

Juncture 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	$765K	Sell	1,056 -204	-16%	-$127K	0.2%	79
2026 Q2	$710K	Sell	1,260 -161	-11%	-$98.4K	0.18%	86
2026 Q1	$813K	Sell	1,421 -1	-0.1%	-$641	0.27%	60
2025 Q4	$939K	Sell	1,422 -175	-11%	-$117K	0.31%	51
2025 Q3	$1.17M	Sell	1,597 -19	-1%	-$14.1K	0.39%	47
2025 Q2	$1.19M	Buy	1,616 +45	+3%	+$27.8K	0.42%	42
2025 Q1	$905K	Buy	1,571 +47	+3%	+$30.3K	0.35%	48
2024 Q4	$892K	Buy	1,524 +46	+3%	+$27K	0.33%	47
2024 Q3	$846K	Buy	1,478 +15	+1%	+$7.72K	0.33%	46
2024 Q2	$738K	Buy	+1,463	New	+$711K	0.31%	49
2021 Q4	–	Sell	-711	Closed	-$241K	–	135
2021 Q3	$241K	Buy	+711	New	+$256K	0.13%	107

Other funds holding META

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Juncture Wealth Strategies reduced its Meta Platforms (Facebook) (META) stake by 16% in Q3 2026, selling an estimated $127K and leaving 1,056 shares worth $765K. The position accounts for 0.2% of the portfolio, ranked #79.

Juncture Wealth Strategies first reported a position in META in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.19M in Q2 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

Juncture Wealth Strategies held 1,056 shares of Meta Platforms (Facebook) worth $765K as of Q3 2026.
Juncture Wealth Strategies sold 204 Meta Platforms (Facebook) shares in Q3 2026, an estimated $127K.
Meta Platforms (Facebook) made up 0.2% of Juncture Wealth Strategies's portfolio in Q3 2026, its #79 holding.
Juncture Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q3 2021 and has held it in 11 quarters since.
Juncture Wealth Strategies's Meta Platforms (Facebook) position peaked at $1.19M in Q2 2025.
3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.