Oakwell Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Oakwell Private Wealth Management’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	$534K	Buy	736 +89	+14%	+$55.6K	0.08%	58
2026 Q2	$364K	Sell	647 -1,912	-75%	-$1.17M	0.06%	66
2026 Q1	$1.46M	Buy	2,559 +236	+10%	+$151K	0.26%	35
2025 Q4	$1.53M	Buy	2,323 +611	+36%	+$408K	0.29%	35
2025 Q3	$1.26M	Buy	1,712 +1,076	+169%	+$801K	0.25%	39
2025 Q2	$470K	Buy	636 +118	+23%	+$72.9K	0.11%	53
2025 Q1	$299K	Buy	+518	New	+$334K	0.08%	60

Other funds holding META

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Oakwell Private Wealth Management's META Position: Q3 2026 in Review

Oakwell Private Wealth Management increased its Meta Platforms (Facebook) (META) stake by 14% in Q3 2026, buying an estimated $55.6K and bringing the position to 736 shares worth $534K. The position accounts for 0.08% of the portfolio, ranked #58.

Oakwell Private Wealth Management first reported a position in META in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2025. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

Oakwell Private Wealth Management held 736 shares of Meta Platforms (Facebook) worth $534K as of Q3 2026.
Oakwell Private Wealth Management bought 89 Meta Platforms (Facebook) shares in Q3 2026, an estimated $55.6K.
Meta Platforms (Facebook) made up 0.08% of Oakwell Private Wealth Management's portfolio in Q3 2026, its #58 holding.
Oakwell Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 7 quarters since.
Oakwell Private Wealth Management's Meta Platforms (Facebook) position peaked at $1.53M in Q4 2025.
3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.