Precedent Wealth Partners
META icon

Precedent Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Precedent Wealth Partners’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 		$920K Buy
1,269
+105
+9% +$65.5K 0.14% 118
2026
Q2 		$656K Sell
1,164
-92
-7% -$56.3K 0.11% 128
2026
Q1 		$719K Sell
1,256
-120
-9% -$76.9K 0.14% 116
2025
Q4 		$908K Buy
1,376
+78
+6% +$52.1K 0.19% 113
2025
Q3 		$953K Buy
1,298
+100
+8% +$74.4K 0.21% 110
2025
Q2 		$884K Buy
1,198
+75
+7% +$46.3K 0.22% 108
2025
Q1 		$647K Buy
1,123
+90
+9% +$58.1K 0.18% 112
2024
Q4 		$605K Sell
1,033
-5
-0.5% -$2.94K 0.2% 112
2024
Q3 		$594K Sell
1,038
-57
-5% -$29.3K 0.2% 103
2024
Q2 		$552K Buy
1,095
+87
+9% +$42.3K 0.22% 98
2024
Q1 		$490K Buy
1,008
+41
+4% +$18.3K 0.21% 99
2023
Q4 		$342K Buy
+967
New +$315K 0.17% 105

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Precedent Wealth Partners's META Position: Q3 2026 in Review

Precedent Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 9% in Q3 2026, buying an estimated $65.5K and bringing the position to 1,269 shares worth $920K. The position accounts for 0.14% of the portfolio, ranked #118.

Precedent Wealth Partners first reported a position in META in Q4 2023 and has held it in 12 quarters since. The position peaked at $953K in Q3 2025. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Precedent Wealth Partners held 1,269 shares of Meta Platforms (Facebook) worth $920K as of Q3 2026.
  • Precedent Wealth Partners bought 105 Meta Platforms (Facebook) shares in Q3 2026, an estimated $65.5K.
  • Meta Platforms (Facebook) made up 0.14% of Precedent Wealth Partners's portfolio in Q3 2026, its #118 holding.
  • Precedent Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • Precedent Wealth Partners's Meta Platforms (Facebook) position peaked at $953K in Q3 2025.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.