NWF Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

NWF Advisory Services’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	$3.22M	Sell	4,437 -518	-10%	-$323K	0.3%	68
2026 Q2	$2.79M	Sell	4,955 -47	-0.9%	-$28.7K	0.26%	75
2026 Q1	$2.86M	Sell	5,002 -416	-8%	-$267K	0.32%	64
2025 Q4	$3.58M	Sell	5,418 -91	-2%	-$60.8K	0.4%	58
2025 Q3	$4.05M	Buy	5,509 +87	+2%	+$64.8K	0.44%	51
2025 Q2	$4M	Buy	5,422 +1,281	+31%	+$792K	0.48%	48
2025 Q1	$2.39M	Buy	4,141 +768	+23%	+$495K	0.34%	62
2024 Q4	$1.97M	Sell	3,373 -716	-18%	-$420K	0.29%	58
2024 Q3	$2.34M	Buy	4,089 +799	+24%	+$411K	0.34%	62
2024 Q2	$1.66M	Buy	3,290 +331	+11%	+$161K	0.26%	66
2024 Q1	$1.44M	Buy	2,959 +680	+30%	+$303K	0.24%	77
2023 Q4	$807K	Buy	2,279 +325	+17%	+$106K	0.16%	108
2023 Q3	$587K	Sell	1,954 -100	-5%	-$30.1K	0.14%	123
2023 Q2	$589K	Hold	2,054	–	–	0.14%	123
2023 Q1	$589K	Buy	+2,054	New	+$350K	0.14%	123

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

NWF Advisory Services's META Position: Q3 2026 in Review

NWF Advisory Services reduced its Meta Platforms (Facebook) (META) stake by 10% in Q3 2026, selling an estimated $323K and leaving 4,437 shares worth $3.22M. The position accounts for 0.3% of the portfolio, ranked #68.

NWF Advisory Services first reported a position in META in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.05M in Q3 2025. 1,389 funds tracked by Wall St. Rank hold META as of Q3 2026.

NWF Advisory Services held 4,437 shares of Meta Platforms (Facebook) worth $3.22M as of Q3 2026.
NWF Advisory Services sold 518 Meta Platforms (Facebook) shares in Q3 2026, an estimated $323K.
Meta Platforms (Facebook) made up 0.3% of NWF Advisory Services's portfolio in Q3 2026, its #68 holding.
NWF Advisory Services first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Meta Platforms (Facebook) position peaked at $4.05M in Q3 2025.
1,389 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.