McCarter Private Wealth Services
META icon

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

McCarter Private Wealth Services’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 		$3.07M Buy
4,229
+65
+2% +$40.6K 1.04% 32
2026
Q2 		$2.35M Sell
4,164
-473
-10% -$289K 0.81% 38
2026
Q1 		$2.65M Buy
4,637
+355
+8% +$228K 1.15% 26
2025
Q4 		$2.83M Buy
4,282
+164
+4% +$110K 1.27% 24
2025
Q3 		$3.02M Sell
4,118
-36
-0.9% -$26.8K 1.55% 23
2025
Q2 		$3.07M Buy
4,154
+44
+1% +$27.2K 1.75% 19
2025
Q1 		$2.37M Buy
4,110
+278
+7% +$179K 1.55% 23
2024
Q4 		$2.24M Sell
3,832
-36
-0.9% -$21.1K 1.42% 23
2024
Q3 		$2.21M Buy
+3,868
New +$1.99M 1.4% 24

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

McCarter Private Wealth Services's META Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Meta Platforms (Facebook) (META) stake by 1.6% in Q3 2026, buying an estimated $40.6K and bringing the position to 4,229 shares worth $3.07M. The position accounts for 1.04% of the portfolio, ranked #32.

McCarter Private Wealth Services first reported a position in META in Q3 2024 and has held it in 9 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • McCarter Private Wealth Services held 4,229 shares of Meta Platforms (Facebook) worth $3.07M as of Q3 2026.
  • McCarter Private Wealth Services bought 65 Meta Platforms (Facebook) shares in Q3 2026, an estimated $40.6K.
  • Meta Platforms (Facebook) made up 1.04% of McCarter Private Wealth Services's portfolio in Q3 2026, its #32 holding.
  • McCarter Private Wealth Services first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 9 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.