Peterson Wealth Services
META icon

Peterson Wealth Services’s Meta Platforms (Facebook) META Stock Holding History

Peterson Wealth 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 		$5.78M Buy
7,965
+257
+3% +$160K 1.22% 23
2026
Q2 		$4.34M Buy
7,708
+34
+0.4% +$20.8K 0.95% 26
2026
Q1 		$4.39M Buy
7,674
+422
+6% +$270K 1.08% 24
2025
Q4 		$4.79M Buy
7,252
+4,398
+154% +$2.94M 1.22% 22
2025
Q3 		$5.05M Sell
2,854
-4,030
-59% -$3M 1.25% 21
2025
Q2 		$5.08M Buy
6,884
+98
+1% +$60.6K 1.39% 22
2025
Q1 		$3.91M Buy
6,786
+1,138
+20% +$734K 1.21% 24
2024
Q4 		$3.31M Buy
5,648
+194
+4% +$114K 0.99% 28
2024
Q3 		$3.12M Buy
5,454
+4,458
+448% +$2.29M 1% 28
2024
Q2 		$502K Sell
996
-8
-0.8% -$3.89K 0.18% 90
2024
Q1 		$487K Buy
1,004
+44
+5% +$19.6K 0.18% 90
2023
Q4 		$340K Buy
960
+28
+3% +$9.12K 0.15% 74
2023
Q3 		$280K Sell
932
-7
-0.7% -$2.11K 0.21% 55
2023
Q2 		$269K Buy
+939
New +$232K 0.13% 82
2022
Q1 		– Sell
-3,610
Closed -$1.21M – 92
2021
Q4 		$1.21M Buy
+3,610
New +$1.2M 0.81% 43

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Peterson Wealth Services's META Position: Q3 2026 in Review

Peterson Wealth Services increased its Meta Platforms (Facebook) (META) stake by 3.3% in Q3 2026, buying an estimated $160K and bringing the position to 7,965 shares worth $5.78M. The position accounts for 1.22% of the portfolio, ranked #23.

Peterson Wealth Services first reported a position in META in Q4 2021 and has held it in 15 quarters since. 2,281 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Peterson Wealth Services held 7,965 shares of Meta Platforms (Facebook) worth $5.78M as of Q3 2026.
  • Peterson Wealth Services bought 257 Meta Platforms (Facebook) shares in Q3 2026, an estimated $160K.
  • Meta Platforms (Facebook) made up 1.22% of Peterson Wealth Services's portfolio in Q3 2026, its #23 holding.
  • Peterson Wealth Services first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • 2,281 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.