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

Puff 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
2026 Q3	$2.96M	Buy	4,083 +35	+0.9%	+$21.8K	2.8%	10
2026 Q2	$2.28M	Buy	+4,048	New	+$2.48M	2.32%	13
2025 Q4	$2.66M	Sell	4,090 -289	-7%	-$193K	3.44%	7
2025 Q3	$3.22M	Sell	4,379 -140	-3%	-$104K	4.88%	4
2025 Q2	$3.34M	Buy	4,519 +203	+5%	+$125K	2.43%	8
2025 Q1	$2.49M	Sell	4,316 -37	-0.8%	-$23.9K	2.33%	14
2024 Q4	$2.55M	Buy	+4,353	New	+$2.56M	4.44%	5

Other funds holding META

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

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

Puff Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.86% in Q3 2026, buying an estimated $21.8K and bringing the position to 4,083 shares worth $2.96M. The position accounts for 2.8% of the portfolio, ranked #10.

Puff Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.34M in Q2 2025. 605 funds tracked by Wall St. Rank hold META as of Q3 2026.

Puff Wealth Management held 4,083 shares of Meta Platforms (Facebook) worth $2.96M as of Q3 2026.
Puff Wealth Management bought 35 Meta Platforms (Facebook) shares in Q3 2026, an estimated $21.8K.
Meta Platforms (Facebook) made up 2.8% of Puff Wealth Management's portfolio in Q3 2026, its #10 holding.
Puff Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's Meta Platforms (Facebook) position peaked at $3.34M in Q2 2025.
605 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.