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

Sagespring 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	$23.1M	Buy	31,902 +2,214	+7%	+$1.38M	0.34%	44
2026 Q2	$16.7M	Sell	29,688 -917	-3%	-$561K	0.26%	57
2026 Q1	$17.5M	Sell	30,605 -4,578	-13%	-$2.93M	0.32%	46
2025 Q4	$23.2M	Sell	35,183 -1,198	-3%	-$800K	0.42%	43
2025 Q3	$26.7M	Buy	36,381 +4,209	+13%	+$3.13M	0.52%	38
2025 Q2	$23.7M	Buy	32,172 +2,928	+10%	+$1.81M	0.51%	36
2025 Q1	$16.9M	Buy	29,244 +5,112	+21%	+$3.3M	0.43%	41
2024 Q4	$14.1M	Buy	+24,132	New	+$14.2M	0.37%	43

Other funds holding META

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

Amundi Paris, France $496B AUM 35.36% 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

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Meta Platforms (Facebook) (META) stake by 7.5% in Q3 2026, buying an estimated $1.38M and bringing the position to 31,902 shares worth $23.1M. The position accounts for 0.34% of the portfolio, ranked #44.

Sagespring Wealth Partners first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $26.7M in Q3 2025. 3,328 funds tracked by Wall St. Rank hold META as of Q3 2026.

Sagespring Wealth Partners held 31,902 shares of Meta Platforms (Facebook) worth $23.1M as of Q3 2026.
Sagespring Wealth Partners bought 2,214 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.38M.
Meta Platforms (Facebook) made up 0.34% of Sagespring Wealth Partners's portfolio in Q3 2026, its #44 holding.
Sagespring Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's Meta Platforms (Facebook) position peaked at $26.7M in Q3 2025.
3,328 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.