Meriwether Wealth & Planning’s Meta Platforms (Facebook) META Stock Holding History

Meriwether Wealth & Planning’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	$376K	Sell	519 -56	-10%	-$35K	0.17%	80
2026 Q2	$324K	Buy	575 +4	+0.7%	+$2.45K	0.16%	88
2026 Q1	$327K	Buy	571 +2	+0.4%	+$1.28K	0.18%	85
2025 Q4	$376K	Buy	569 +3	+0.5%	+$2K	0.21%	73
2025 Q3	$416K	Buy	566 +10	+2%	+$7.44K	0.24%	71
2025 Q2	$410K	Buy	556 +2	+0.4%	+$1.24K	0.26%	67
2025 Q1	$319K	Buy	554 +18	+3%	+$11.6K	0.21%	83
2024 Q4	$314K	Buy	+536	New	+$315K	0.22%	82

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

Meriwether Wealth & Planning's META Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Meta Platforms (Facebook) (META) stake by 9.7% in Q3 2026, selling an estimated $35K and leaving 519 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #80.

Meriwether Wealth & Planning first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $416K in Q3 2025. 1,525 funds tracked by Wall St. Rank hold META as of Q3 2026.

Meriwether Wealth & Planning held 519 shares of Meta Platforms (Facebook) worth $376K as of Q3 2026.
Meriwether Wealth & Planning sold 56 Meta Platforms (Facebook) shares in Q3 2026, an estimated $35K.
Meta Platforms (Facebook) made up 0.17% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #80 holding.
Meriwether Wealth & Planning first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Meta Platforms (Facebook) position peaked at $416K in Q3 2025.
1,525 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.