Proactive Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History

Proactive Wealth Strategies’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	$10.5M	Buy	14,416 +2,883	+25%	+$1.8M	1.62%	13
2026 Q2	$6.5M	Buy	11,533 +1,887	+20%	+$1.15M	1.04%	32
2026 Q1	$5.52M	Buy	9,646 +7,419	+333%	+$4.75M	1.04%	32
2025 Q4	$1.47M	Buy	2,227 +417	+23%	+$278K	0.58%	54
2025 Q3	$1.33M	Buy	1,810 +1	+0.1%	+$744	0.57%	58
2025 Q2	$1.34M	Sell	1,809 -49	-3%	-$30.3K	0.63%	55
2025 Q1	$1.07M	Sell	1,858 -391	-17%	-$252K	0.57%	58
2024 Q4	$1.32M	Buy	2,249 +240	+12%	+$141K	0.69%	50
2024 Q3	$1.15M	Buy	+2,009	New	+$1.03M	0.64%	49

Other funds holding META

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Proactive Wealth Strategies's META Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Meta Platforms (Facebook) (META) stake by 25% in Q3 2026, buying an estimated $1.8M and bringing the position to 14,416 shares worth $10.5M. The position accounts for 1.62% of the portfolio, ranked #13.

Proactive Wealth Strategies first reported a position in META in Q3 2024 and has held it in 9 quarters since. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

Proactive Wealth Strategies held 14,416 shares of Meta Platforms (Facebook) worth $10.5M as of Q3 2026.
Proactive Wealth Strategies bought 2,883 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.8M.
Meta Platforms (Facebook) made up 1.62% of Proactive Wealth Strategies's portfolio in Q3 2026, its #13 holding.
Proactive Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 9 quarters since.
3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.