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Pinnacle West Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Pinnacle West Asset 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 		$3.74M Sell
5,151
-135
-3% -$84.3K 2.67% 8
2026
Q2 		$2.98M Hold
5,286
– – 2.06% 16
2026
Q1 		$3.02M Sell
5,286
-152
-3% -$97.4K 2.06% 15
2025
Q4 		$3.59M Sell
5,438
-122
-2% -$81.5K 2.33% 8
2025
Q3 		$4.08M Sell
5,560
-95
-2% -$70.7K 2.64% 6
2025
Q2 		$4.17M Sell
5,655
-55
-1% -$34K 2.89% 6
2025
Q1 		$3.29M Sell
5,710
-90
-2% -$58.1K 2.38% 7
2024
Q4 		$3.4M Sell
5,800
-150
-3% -$88K 2.43% 9
2024
Q3 		$3.41M Sell
5,950
-185
-3% -$95.2K 2.44% 8
2024
Q2 		$3.09M Sell
6,135
-195
-3% -$94.8K 2.4% 8
2024
Q1 		$3.07M Sell
6,330
-175
-3% -$78.1K 2.44% 9
2023
Q4 		$2.3M Buy
6,505
+230
+4% +$74.9K 1.97% 10
2023
Q3 		$1.88M Buy
6,275
+240
+4% +$72.3K 1.85% 12
2023
Q2 		$1.73M Sell
6,035
-75
-1% -$18.5K 1.68% 13
2023
Q1 		$1.3M Buy
+6,110
New +$1.04M 1.35% 25

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

Pinnacle West Asset Management's META Position: Q3 2026 in Review

Pinnacle West Asset Management reduced its Meta Platforms (Facebook) (META) stake by 2.6% in Q3 2026, selling an estimated $84.3K and leaving 5,151 shares worth $3.74M. The position accounts for 2.67% of the portfolio, ranked #8.

Pinnacle West Asset Management first reported a position in META in Q1 2023 and has held it in 15 quarters since. The position peaked at $4.17M in Q2 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Pinnacle West Asset Management held 5,151 shares of Meta Platforms (Facebook) worth $3.74M as of Q3 2026.
  • Pinnacle West Asset Management sold 135 Meta Platforms (Facebook) shares in Q3 2026, an estimated $84.3K.
  • Meta Platforms (Facebook) made up 2.67% of Pinnacle West Asset Management's portfolio in Q3 2026, its #8 holding.
  • Pinnacle West Asset Management first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 15 quarters since.
  • Pinnacle West Asset Management's Meta Platforms (Facebook) position peaked at $4.17M in Q2 2025.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Pinnacle West Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.