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

Shira Ridge 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 		$1.08M Sell
1,483
-417
-22% -$260K 0.37% 31
2026
Q2 		$1.07M Sell
1,900
-44
-2% -$26.9K 0.37% 32
2026
Q1 		$1.11M Sell
1,944
-55
-3% -$35.2K 0.44% 31
2025
Q4 		$1.32M Buy
1,999
+104
+5% +$69.4K 0.53% 30
2025
Q3 		$1.39M Buy
1,895
+7
+0.4% +$5.21K 0.59% 30
2025
Q2 		$1.39M Buy
1,888
+83
+5% +$51.3K 0.64% 29
2025
Q1 		$1.04M Sell
1,805
-28
-2% -$18.1K 0.52% 32
2024
Q4 		$1.07M Buy
1,833
+85
+5% +$49.9K 0.53% 30
2024
Q3 		$1M Sell
1,748
-59
-3% -$30.4K 0.51% 31
2024
Q2 		$911K Buy
1,807
+546
+43% +$265K 0.51% 31
2024
Q1 		$612K Hold
1,261
– – 0.35% 46
2023
Q4 		$446K Buy
1,261
+102
+9% +$33.2K 0.27% 51
2023
Q3 		$348K Buy
1,159
+3
+0.3% +$904 0.23% 55
2023
Q2 		$332K Buy
1,156
+179
+18% +$44.2K 0.21% 55
2023
Q1 		$207K Buy
+977
New +$166K 0.14% 63

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

Shira Ridge Wealth Management's META Position: Q3 2026 in Review

Shira Ridge Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 22% in Q3 2026, selling an estimated $260K and leaving 1,483 shares worth $1.08M. The position accounts for 0.37% of the portfolio, ranked #31.

Shira Ridge Wealth Management first reported a position in META in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.39M in Q2 2025. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Shira Ridge Wealth Management held 1,483 shares of Meta Platforms (Facebook) worth $1.08M as of Q3 2026.
  • Shira Ridge Wealth Management sold 417 Meta Platforms (Facebook) shares in Q3 2026, an estimated $260K.
  • Meta Platforms (Facebook) made up 0.37% of Shira Ridge Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Shira Ridge Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 15 quarters since.
  • Shira Ridge Wealth Management's Meta Platforms (Facebook) position peaked at $1.39M in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.