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

Refined 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	$416K	Hold	574	–	–	0.23%	33
2026 Q2	$323K	Hold	574	–	–	0.2%	36
2026 Q1	$328K	Sell	574 -161	-22%	-$103K	0.21%	33
2025 Q4	$485K	Buy	735 +367	+100%	+$245K	0.33%	28
2025 Q3	$270K	Hold	368	–	–	0.17%	28
2025 Q2	$272K	Buy	+368	New	+$227K	0.19%	24

Other funds holding META

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Refined Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 574 shares worth $416K. The position accounts for 0.23% of the portfolio, ranked #33.

Refined Wealth Management first reported a position in META in Q2 2025 and has held it in 6 quarters since. The position peaked at $485K in Q4 2025. 1,061 funds tracked by Wall St. Rank hold META as of Q3 2026.

Refined Wealth Management held 574 shares of Meta Platforms (Facebook) worth $416K as of Q3 2026.
Refined Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
Meta Platforms (Facebook) made up 0.23% of Refined Wealth Management's portfolio in Q3 2026, its #33 holding.
Refined Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 6 quarters since.
Refined Wealth Management's Meta Platforms (Facebook) position peaked at $485K in Q4 2025.
1,061 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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