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Ridgewood Investments’s Meta Platforms (Facebook) META Stock Holding History

Ridgewood Investments’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 		$3.9M Sell
5,384
-369
-6% -$230K 1.44% 10
2026
Q2 		$3.24M Buy
5,753
+295
+5% +$180K 1.21% 14
2026
Q1 		$3.12M Buy
+5,458
New +$3.5M 1.28% 13
2025
Q3 		$2.94M Buy
4,008
+96
+2% +$71.5K 1.24% 12
2025
Q2 		$2.89M Buy
3,912
+782
+25% +$483K 1.25% 12
2025
Q1 		$1.8M Buy
3,130
+305
+11% +$197K 0.84% 20
2024
Q4 		$1.65M Hold
2,825
– – 0.8% 25
2024
Q3 		$1.62M Sell
2,825
-128
-4% -$65.9K 0.81% 25
2024
Q2 		$1.49M Sell
2,953
-202
-6% -$98.2K 0.74% 28
2024
Q1 		$1.53M Sell
3,155
-936
-23% -$418K 0.81% 31
2023
Q4 		$1.45M Sell
4,091
-606
-13% -$197K 0.86% 26
2023
Q3 		$1.41M Sell
4,697
-121
-3% -$36.5K 0.93% 23
2023
Q2 		$1.38M Sell
4,818
-1,193
-20% -$294K 0.79% 24
2023
Q1 		$1.27M Sell
6,011
-146
-2% -$24.9K 0.78% 25
2022
Q4 		$741K Buy
6,157
+1,616
+36% +$190K 0.53% 57
2022
Q3 		$616K Buy
4,541
+741
+20% +$120K 0.51% 60
2022
Q2 		$613K Buy
3,800
+384
+11% +$74.1K 0.48% 67
2022
Q1 		$760K Buy
3,416
+1,819
+114% +$455K 0.5% 62
2021
Q4 		$537K Buy
1,597
+8
+0.5% +$2.66K 0.34% 103
2021
Q3 		$539K Buy
1,589
+34
+2% +$12.2K 0.37% 94
2021
Q2 		$541K Sell
1,555
-391
-20% -$125K 0.35% 102
2021
Q1 		$573K Buy
1,946
+158
+9% +$42.5K 0.35% 97
2020
Q4 		$468K Hold
1,788
– – 0.37% 92
2020
Q3 		$468K Buy
1,788
+135
+8% +$34.8K 0.37% 93
2020
Q2 		$375K Buy
+1,653
New +$345K 0.31% 111
2020
Q1 		– Sell
-985
Closed -$202K – 184
2019
Q4 		$202K Buy
+985
New +$191K 0.14% 174

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Ridgewood Investments's META Position: Q3 2026 in Review

Ridgewood Investments reduced its Meta Platforms (Facebook) (META) stake by 6.4% in Q3 2026, selling an estimated $230K and leaving 5,384 shares worth $3.9M. The position accounts for 1.44% of the portfolio, ranked #10.

Ridgewood Investments first reported a position in META in Q4 2019 and has held it in 26 quarters since. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Ridgewood Investments held 5,384 shares of Meta Platforms (Facebook) worth $3.9M as of Q3 2026.
  • Ridgewood Investments sold 369 Meta Platforms (Facebook) shares in Q3 2026, an estimated $230K.
  • Meta Platforms (Facebook) made up 1.44% of Ridgewood Investments's portfolio in Q3 2026, its #10 holding.
  • Ridgewood Investments first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 26 quarters since.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.