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Summit Wealth Group, LLC/OK’s Meta Platforms (Facebook) META Stock Holding History

Summit Wealth Group, LLC/OK’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 		$294K Sell
405
-47
-10% -$29.3K 0.5% 42
2026
Q2 		$255K Sell
452
-5
-1% -$3.06K 0.33% 56
2026
Q1 		$262K Sell
457
-60
-12% -$38.5K 0.37% 47
2025
Q4 		$341K Buy
+517
New +$345K 0.35% 46

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Summit Wealth Group, LLC/OK's META Position: Q3 2026 in Review

Summit Wealth Group, LLC/OK reduced its Meta Platforms (Facebook) (META) stake by 10% in Q3 2026, selling an estimated $29.3K and leaving 405 shares worth $294K. The position accounts for 0.5% of the portfolio, ranked #42.

Summit Wealth Group, LLC/OK first reported a position in META in Q4 2025 and has held it in 4 quarters since. The position peaked at $341K in Q4 2025. 3,354 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Summit Wealth Group, LLC/OK held 405 shares of Meta Platforms (Facebook) worth $294K as of Q3 2026.
  • Summit Wealth Group, LLC/OK sold 47 Meta Platforms (Facebook) shares in Q3 2026, an estimated $29.3K.
  • Meta Platforms (Facebook) made up 0.5% of Summit Wealth Group, LLC/OK's portfolio in Q3 2026, its #42 holding.
  • Summit Wealth Group, LLC/OK first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • Summit Wealth Group, LLC/OK's Meta Platforms (Facebook) position peaked at $341K in Q4 2025.
  • 3,354 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Summit Wealth Group, LLC/OK's 13F filing for Q3 2026, filed 10 Nov 2026.