Milestone Asset Management Group’s Meta Platforms (Facebook) META Stock Holding History

Milestone Asset Management Group’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	$3.26M	Buy	4,494 +168	+4%	+$105K	1.51%	23
2026 Q2	$2.44M	Buy	4,326 +42	+1%	+$25.7K	1.23%	28
2026 Q1	$2.45M	Sell	4,284 -286	-6%	-$183K	1.43%	23
2025 Q4	$3.02M	Buy	4,570 +449	+11%	+$300K	1.7%	20
2025 Q3	$3.03M	Sell	4,121 -116	-3%	-$86.3K	1.9%	16
2025 Q2	$3.13M	Sell	4,237 -285	-6%	-$176K	2.32%	16
2025 Q1	$2.61M	Sell	4,522 -25	-0.5%	-$16.1K	2.36%	15
2024 Q4	$2.66M	Buy	+4,547	New	+$2.67M	2.38%	12

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

Milestone Asset Management Group's META Position: Q3 2026 in Review

Milestone Asset Management Group increased its Meta Platforms (Facebook) (META) stake by 3.9% in Q3 2026, buying an estimated $105K and bringing the position to 4,494 shares worth $3.26M. The position accounts for 1.51% of the portfolio, ranked #23.

Milestone Asset Management Group first reported a position in META in Q4 2024 and has held it in 8 quarters since. 1,525 funds tracked by Wall St. Rank hold META as of Q3 2026.

Milestone Asset Management Group held 4,494 shares of Meta Platforms (Facebook) worth $3.26M as of Q3 2026.
Milestone Asset Management Group bought 168 Meta Platforms (Facebook) shares in Q3 2026, an estimated $105K.
Meta Platforms (Facebook) made up 1.51% of Milestone Asset Management Group's portfolio in Q3 2026, its #23 holding.
Milestone Asset Management Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
1,525 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.