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Keudell/Morrison Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Keudell/Morrison Wealth Management’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 		$2.15M Sell
2,959
-45
-1% -$28.1K 0.38% 48
2026
Q2 		$1.69M Sell
3,004
-86
-3% -$52.6K 0.32% 54
2026
Q1 		$1.77M Sell
3,090
-52
-2% -$33.3K 0.36% 48
2025
Q4 		$2.07M Buy
+3,142
New +$2.1M 0.44% 40
2025
Q2 		$2.46M Buy
3,331
+77
+2% +$47.6K 0.55% 35
2025
Q1 		$1.88M Sell
3,254
-45
-1% -$29K 0.44% 44
2024
Q4 		$1.93M Buy
3,299
+43
+1% +$25.2K 0.5% 42
2024
Q3 		$1.86M Buy
3,256
+1
+0% +$515 0.51% 44
2024
Q2 		$1.64M Buy
3,255
+82
+3% +$39.9K 0.48% 45
2024
Q1 		$1.54M Sell
3,173
-138
-4% -$61.6K 0.47% 48
2023
Q4 		$1.17M Buy
3,311
+548
+20% +$178K 0.39% 53
2023
Q3 		$829K Sell
2,763
-213
-7% -$64.2K 0.25% 66
2023
Q2 		$854K Sell
2,976
-859
-22% -$212K 0.25% 67
2023
Q1 		$813K Buy
3,835
+420
+12% +$71.5K 0.24% 69
2022
Q4 		$411K Sell
3,415
-3,738
-52% -$439K 0.13% 105
2022
Q3 		$971K Buy
7,153
+588
+9% +$95.3K 0.36% 55
2022
Q2 		$1.06M Buy
6,565
+20
+0.3% +$3.86K 0.38% 56
2022
Q1 		$1.46M Buy
6,545
+25
+0.4% +$6.25K 0.61% 42
2021
Q4 		$2.19M Sell
6,520
-606
-9% -$201K 0.87% 24
2021
Q3 		$2.42M Sell
7,126
-125
-2% -$45K 1.04% 17
2021
Q2 		$2.52M Sell
7,251
-331
-4% -$106K 1.38% 16
2021
Q1 		$2.23M Buy
7,582
+293
+4% +$78.9K 1.3% 17
2020
Q4 		$1.99M Sell
7,289
-10
-0.1% -$2.74K 1.26% 18
2020
Q3 		$1.91M Sell
7,299
-164
-2% -$42.3K 1.23% 18
2020
Q2 		$1.7M Buy
7,463
+10
+0.1% +$2.09K 1.4% 15
2020
Q1 		$1.24M Buy
7,453
+519
+7% +$102K 1.22% 20
2019
Q4 		$1.42M Sell
6,934
-669
-9% -$130K 0.98% 26
2019
Q3 		$1.35M Sell
7,603
-14
-0.2% -$2.66K 1.12% 24
2019
Q2 		$1.41M Buy
7,617
+476
+7% +$87K 1.23% 22
2019
Q1 		$1.19M Buy
+7,141
New +$1.14M 1.05% 31

Other funds holding META

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Keudell/Morrison Wealth Management's META Position: Q3 2026 in Review

Keudell/Morrison Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.5% in Q3 2026, selling an estimated $28.1K and leaving 2,959 shares worth $2.15M. The position accounts for 0.38% of the portfolio, ranked #48.

Keudell/Morrison Wealth Management first reported a position in META in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.52M in Q2 2021. 1,816 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Keudell/Morrison Wealth Management held 2,959 shares of Meta Platforms (Facebook) worth $2.15M as of Q3 2026.
  • Keudell/Morrison Wealth Management sold 45 Meta Platforms (Facebook) shares in Q3 2026, an estimated $28.1K.
  • Meta Platforms (Facebook) made up 0.38% of Keudell/Morrison Wealth Management's portfolio in Q3 2026, its #48 holding.
  • Keudell/Morrison Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 30 quarters since.
  • Keudell/Morrison Wealth Management's Meta Platforms (Facebook) position peaked at $2.52M in Q2 2021.
  • 1,816 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.