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Legacy Wealth Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Legacy Wealth Asset 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 		$417K Hold
575
– – 0.09% 283
2026
Q2 		$324K Hold
575
– – 0.07% 311
2026
Q1 		$329K Hold
575
– – 0.08% 307
2025
Q4 		$380K Hold
575
– – 0.09% 293
2025
Q3 		$422K Hold
575
– – 0.1% 279
2025
Q2 		$424K Sell
575
-4
-0.7% -$2.47K 0.11% 269
2025
Q1 		$334K Buy
579
+3
+0.5% +$1.94K 0.09% 286
2024
Q4 		$337K Hold
576
– – 0.09% 291
2024
Q3 		$330K Sell
576
-1
-0.2% -$515 0.09% 292
2024
Q2 		$291K Sell
577
-1
-0.2% -$486 0.08% 299
2024
Q1 		$281K Hold
578
– – 0.08% 306
2023
Q4 		$205K Sell
578
-241
-29% -$78.5K 0.07% 328
2023
Q3 		$246K Hold
819
– – 0.09% 300
2023
Q2 		$235K Buy
+819
New +$202K 0.08% 320
2022
Q2 		– Sell
-4,958
Closed -$1.1M – 335
2022
Q1 		$1.1M Buy
4,958
+670
+16% +$167K 0.39% 78
2021
Q4 		$1.44M Buy
4,288
+429
+11% +$142K 0.49% 42
2021
Q3 		$1.31M Sell
3,859
-271
-7% -$97.6K 0.6% 24
2021
Q2 		$1.44M Sell
4,130
-2,013
-33% -$646K 0.64% 17
2021
Q1 		$1.81M Sell
6,143
-614
-9% -$165K 0.84% 13
2020
Q4 		$1.85M Buy
+6,757
New +$1.85M 0.93% 12

Other funds holding META

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 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

Legacy Wealth Asset Management's META Position: Q3 2026 in Review

Legacy Wealth Asset Management held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 575 shares worth $417K. The position accounts for 0.09% of the portfolio, ranked #283.

Legacy Wealth Asset Management first reported a position in META in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.85M in Q4 2020. 625 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Legacy Wealth Asset Management held 575 shares of Meta Platforms (Facebook) worth $417K as of Q3 2026.
  • Legacy Wealth Asset Management left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
  • Meta Platforms (Facebook) made up 0.09% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #283 holding.
  • Legacy Wealth Asset Management first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • Legacy Wealth Asset Management's Meta Platforms (Facebook) position peaked at $1.85M in Q4 2020.
  • 625 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.