Orca Wealth Management
META icon

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

Orca 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 		$201K Buy
+277
New +$173K 0.12% 84
2025
Q3 		– Sell
-278
Closed -$205K – 70
2025
Q2 		$205K Buy
+278
New +$172K 0.17% 63

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Orca Wealth Management's META Position: Q3 2026 in Review

Orca Wealth Management opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 277 shares worth $201K. The stake represents 0.12% of the portfolio and ranks #84 among its holdings. This is a return to the name: Orca Wealth Management previously reported a position in META as recently as Q2 2025.

Orca Wealth Management first reported a position in META in Q2 2025 and has held it in 2 quarters since. The position peaked at $205K in Q2 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Orca Wealth Management held 277 shares of Meta Platforms (Facebook) worth $201K as of Q3 2026.
  • Meta Platforms (Facebook) was a new Orca Wealth Management position in Q3 2026.
  • Meta Platforms (Facebook) made up 0.12% of Orca Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Orca Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 2 quarters since.
  • Orca Wealth Management's Meta Platforms (Facebook) position peaked at $205K in Q2 2025.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.