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

Perigon 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
2021 Q1	–	Sell	-5,800	Closed	-$37K	–	815
2020 Q4	$37K	Hold	5,800	–	–	﹤0.01%	842
2020 Q3	$108K	Sell	5,800 -2,000	-26%	-$516K	0.02%	374
2020 Q2	$95K	Buy	+7,800	New	+$1.63M	0.02%	347
2020 Q1	–	Sell	-10,300	Closed	-$65K	–	334
2019 Q4	$65K	Buy	+10,300	New	+$2M	0.01%	263
2019 Q3	–	Sell	-10,800	Closed	-$31K	–	255
2019 Q2	$31K	Buy	+10,800	New	+$1.97M	0.01%	244

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

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

Perigon Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 6.7% in Q3 2026, selling an estimated $3.15M and leaving 70,254 shares worth $50.9M. The position accounts for 0.78% of the portfolio, ranked #21.

Perigon Wealth Management first reported a position in META in Q4 2013 and has held it in 52 quarters since. The position peaked at $52.6M in Q3 2025. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

Perigon Wealth Management held 70,254 shares of Meta Platforms (Facebook) worth $50.9M as of Q3 2026.
Perigon Wealth Management sold 5,049 Meta Platforms (Facebook) shares in Q3 2026, an estimated $3.15M.
Meta Platforms (Facebook) made up 0.78% of Perigon Wealth Management's portfolio in Q3 2026, its #21 holding.
Perigon Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2013 and has held it in 52 quarters since.
Perigon Wealth Management's Meta Platforms (Facebook) position peaked at $52.6M in Q3 2025.
3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.