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

Lionshead 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	$2.37M	Buy	3,274 +53	+2%	+$33.1K	1.61%	22
2026 Q2	$1.81M	Buy	3,221 +28	+0.9%	+$17.1K	1.18%	28
2026 Q1	$1.83M	Sell	3,193 -28	-0.9%	-$17.9K	1.35%	22
2025 Q4	$2.13M	Buy	3,221 +37	+1%	+$24.7K	1.6%	21
2025 Q3	$2.34M	Hold	3,184	–	–	1.85%	18
2025 Q2	$2.35M	Sell	3,184 -73	-2%	-$45.1K	2.17%	14
2025 Q1	$1.88M	Sell	3,257 -693	-18%	-$447K	1.95%	18
2024 Q4	$2.31M	Buy	+3,950	New	+$2.32M	1.67%	18

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Lionshead Wealth Management's META Position: Q3 2026 in Review

Lionshead Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.6% in Q3 2026, buying an estimated $33.1K and bringing the position to 3,274 shares worth $2.37M. The position accounts for 1.61% of the portfolio, ranked #22.

Lionshead Wealth Management first reported a position in META in Q4 2024 and has held it in 8 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

Lionshead Wealth Management held 3,274 shares of Meta Platforms (Facebook) worth $2.37M as of Q3 2026.
Lionshead Wealth Management bought 53 Meta Platforms (Facebook) shares in Q3 2026, an estimated $33.1K.
Meta Platforms (Facebook) made up 1.61% of Lionshead Wealth Management's portfolio in Q3 2026, its #22 holding.
Lionshead Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Lionshead Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.