Montis Financial
META icon

Montis Financial’s Meta Platforms (Facebook) META Stock Holding History

Montis Financial’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 		$1.23M Sell
1,701
-134
-7% -$83.6K 0.25% 52
2026
Q2 		$1.03M Buy
1,835
+125
+7% +$76.4K 0.21% 63
2026
Q1 		$978K Buy
1,710
+62
+4% +$39.7K 0.2% 59
2025
Q4 		$1.09M Buy
1,648
+324
+24% +$216K 0.22% 62
2025
Q3 		$972K Buy
1,324
+300
+29% +$223K 0.22% 64
2025
Q2 		$755K Sell
1,024
-97
-9% -$59.9K 0.21% 65
2025
Q1 		$646K Sell
1,121
-100
-8% -$64.5K 0.19% 73
2024
Q4 		$715K Buy
1,221
+287
+31% +$168K 0.22% 63
2024
Q3 		$534K Buy
934
+231
+33% +$119K 0.19% 62
2024
Q2 		$354K Buy
703
+46
+7% +$22.4K 0.16% 59
2024
Q1 		$319K Buy
657
+67
+11% +$29.9K 0.15% 63
2023
Q4 		$209K Buy
+590
New +$192K 0.12% 73
2023
Q3 		– Sell
-740
Closed -$212K – 70
2023
Q2 		$212K Buy
+740
New +$183K 0.14% 61
2022
Q3 		– Sell
-1,354
Closed -$218K – 60
2022
Q2 		$218K Hold
1,354
– – 0.2% 60
2022
Q1 		$301K Sell
1,354
-598
-31% -$149K 0.24% 45
2021
Q4 		$657K Buy
1,952
+826
+73% +$274K 0.48% 29
2021
Q3 		$367K Sell
1,126
-49
-4% -$17.6K 0.31% 36
2021
Q2 		$409K Sell
1,175
-7
-0.6% -$2.25K 0.34% 39
2021
Q1 		$353K Buy
1,182
+131
+12% +$35.3K 0.33% 44
2020
Q4 		$286K Buy
+1,051
New +$288K 0.29% 49

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Montis Financial's META Position: Q3 2026 in Review

Montis Financial reduced its Meta Platforms (Facebook) (META) stake by 7.3% in Q3 2026, selling an estimated $83.6K and leaving 1,701 shares worth $1.23M. The position accounts for 0.25% of the portfolio, ranked #52.

Montis Financial first reported a position in META in Q4 2020 and has held it in 20 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Montis Financial held 1,701 shares of Meta Platforms (Facebook) worth $1.23M as of Q3 2026.
  • Montis Financial sold 134 Meta Platforms (Facebook) shares in Q3 2026, an estimated $83.6K.
  • Meta Platforms (Facebook) made up 0.25% of Montis Financial's portfolio in Q3 2026, its #52 holding.
  • Montis Financial first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 20 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.