McNaughton Wealth Management
META icon

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

McNaughton 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 		$2.48M Buy
3,414
+101
+3% +$63K 0.87% 31
2026
Q2 		$1.87M Buy
3,313
+474
+17% +$290K 0.66% 44
2026
Q1 		$1.62M Buy
2,839
+189
+7% +$121K 0.67% 42
2025
Q4 		$1.75M Buy
2,650
+402
+18% +$268K 0.72% 42
2025
Q3 		$1.65M Sell
2,248
-129
-5% -$96K 0.7% 43
2025
Q2 		$1.75M Buy
2,377
+118
+5% +$72.9K 0.78% 37
2025
Q1 		$1.3M Buy
2,259
+36
+2% +$23.2K 0.63% 44
2024
Q4 		$1.3M Sell
2,223
-3
-0.1% -$1.76K 0.63% 37
2024
Q3 		$1.27M Buy
2,226
+17
+0.8% +$8.75K 0.62% 36
2024
Q2 		$1.11M Sell
2,209
-154
-7% -$74.9K 0.59% 38
2024
Q1 		$1.15M Sell
2,363
-709
-23% -$316K 0.64% 37
2023
Q4 		$1.09M Sell
3,072
-490
-14% -$160K 0.64% 33
2023
Q3 		$1.07M Sell
3,562
-112
-3% -$33.7K 0.71% 31
2023
Q2 		$1.05M Sell
3,674
-60
-2% -$14.8K 0.67% 38
2023
Q1 		$791K Sell
3,734
-55
-1% -$9.37K 0.53% 34
2022
Q4 		$456K Buy
3,789
+648
+21% +$76.1K 0.31% 43
2022
Q3 		$426K Buy
3,141
+451
+17% +$73.1K 0.31% 44
2022
Q2 		$434K Buy
2,690
+1,165
+76% +$225K 0.31% 44
2022
Q1 		$339K Buy
1,525
+328
+27% +$82K 0.22% 42
2021
Q4 		$397K Buy
1,197
+129
+12% +$42.8K 0.26% 43
2021
Q3 		$362K Buy
1,068
+20
+2% +$7.2K 0.26% 38
2021
Q2 		$364K Buy
1,048
+29
+3% +$9.3K 0.26% 38
2021
Q1 		$300K Buy
1,019
+66
+7% +$17.8K 0.23% 40
2020
Q4 		$260K Sell
953
-8
-0.8% -$2.19K 0.21% 43
2020
Q3 		$252K Sell
961
-181
-16% -$46.7K 0.22% 41
2020
Q2 		$259K Sell
1,142
-91
-7% -$19K 0.24% 42
2020
Q1 		$206K Buy
1,233
+130
+12% +$25.5K 0.22% 44
2019
Q4 		$227K Buy
+1,103
New +$214K 0.21% 45

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

McNaughton Wealth Management increased its Meta Platforms (Facebook) (META) stake by 3% in Q3 2026, buying an estimated $63K and bringing the position to 3,414 shares worth $2.48M. The position accounts for 0.87% of the portfolio, ranked #31.

McNaughton Wealth Management first reported a position in META in Q4 2019 and has held it in 28 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • McNaughton Wealth Management held 3,414 shares of Meta Platforms (Facebook) worth $2.48M as of Q3 2026.
  • McNaughton Wealth Management bought 101 Meta Platforms (Facebook) shares in Q3 2026, an estimated $63K.
  • Meta Platforms (Facebook) made up 0.87% of McNaughton Wealth Management's portfolio in Q3 2026, its #31 holding.
  • McNaughton Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 28 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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