Next Level Wealth Planning
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Next Level Wealth Planning’s Meta Platforms (Facebook) META Stock Holding History

Next Level 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 		$190K Buy
+262
New +$164K 0.08% 76
2025
Q3 		– Sell
-273
Closed -$202K – 62
2025
Q2 		$202K Buy
+273
New +$169K 0.13% 53

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

Next Level Wealth Planning's META Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 262 shares worth $190K. The stake represents 0.08% of the portfolio and ranks #76 among its holdings. This is a return to the name: Next Level Wealth Planning previously reported a position in META as recently as Q2 2025.

Next Level Wealth Planning first reported a position in META in Q2 2025 and has held it in 2 quarters since. The position peaked at $202K in Q2 2025. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Next Level Wealth Planning held 262 shares of Meta Platforms (Facebook) worth $190K as of Q3 2026.
  • Meta Platforms (Facebook) was a new Next Level Wealth Planning position in Q3 2026.
  • Meta Platforms (Facebook) made up 0.08% of Next Level Wealth Planning's portfolio in Q3 2026, its #76 holding.
  • Next Level Wealth Planning first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 2 quarters since.
  • Next Level Wealth Planning's Meta Platforms (Facebook) position peaked at $202K in Q2 2025.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.