Sard Wealth Management Group
META icon

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

Sard Wealth Management Group’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 		$691K Buy
953
+7
+0.7% +$4.37K 0.28% 37
2026
Q2 		$533K Buy
946
+12
+1% +$7.34K 0.25% 36
2026
Q1 		$534K Buy
934
+201
+27% +$129K 0.29% 32
2025
Q4 		$484K Buy
733
+8
+1% +$5.34K 0.27% 34
2025
Q3 		$532K Buy
725
+6
+0.8% +$4.47K 0.3% 31
2025
Q2 		$530K Buy
719
+21
+3% +$13K 0.33% 28
2025
Q1 		$402K Sell
698
-10
-1% -$6.45K 0.27% 30
2024
Q4 		$414K Buy
708
+1
+0.1% +$587 0.28% 28
2024
Q3 		$405K Sell
707
-1
-0.1% -$515 0.27% 29
2024
Q2 		$357K Buy
708
+182
+35% +$88.5K 0.25% 32
2024
Q1 		$256K Buy
+526
New +$235K 0.23% 36

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sard Wealth Management Group's META Position: Q3 2026 in Review

Sard Wealth Management Group increased its Meta Platforms (Facebook) (META) stake by 0.74% in Q3 2026, buying an estimated $4.37K and bringing the position to 953 shares worth $691K. The position accounts for 0.28% of the portfolio, ranked #37.

Sard Wealth Management Group first reported a position in META in Q1 2024 and has held it in 11 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Sard Wealth Management Group held 953 shares of Meta Platforms (Facebook) worth $691K as of Q3 2026.
  • Sard Wealth Management Group bought 7 Meta Platforms (Facebook) shares in Q3 2026, an estimated $4.37K.
  • Meta Platforms (Facebook) made up 0.28% of Sard Wealth Management Group's portfolio in Q3 2026, its #37 holding.
  • Sard Wealth Management Group first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 11 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Sard Wealth Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.