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Sound Income Strategies’s Meta Platforms (Facebook) META Stock Holding History

Sound Income Strategies’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 		$13.7M Sell
18,948
-11
-0.1% -$6.87K 0.61% 67
2026
Q2 		$10.7M Buy
18,959
+482
+3% +$295K 0.48% 74
2026
Q1 		$10.7M Buy
18,477
+761
+4% +$488K 0.52% 69
2025
Q4 		$11M Buy
17,716
+744
+4% +$497K 0.52% 62
2025
Q3 		$12.4M Buy
+16,972
New +$12.6M 0.68% 54
2022
Q2 		– Sell
-6,752
Closed -$1.5M – 926
2022
Q1 		$1.5M Buy
6,752
+701
+12% +$175K 0.17% 76
2021
Q4 		$2.04M Buy
6,051
+675
+13% +$224K 0.24% 72
2021
Q3 		$1.82M Buy
5,376
+704
+15% +$254K 0.24% 72
2021
Q2 		$1.63M Sell
4,672
-83
-2% -$26.6K 0.23% 64
2021
Q1 		$1.4M Buy
4,755
+1,058
+29% +$285K 0.24% 72
2020
Q4 		$1.01M Buy
3,697
+676
+22% +$185K 0.22% 60
2020
Q3 		$791K Buy
3,021
+426
+16% +$110K 0.22% 49
2020
Q2 		$589K Buy
2,595
+502
+24% +$105K 0.18% 48
2020
Q1 		$349K Buy
2,093
+822
+65% +$161K 0.12% 47
2019
Q4 		$261K Buy
1,271
+80
+7% +$15.5K 0.07% 54
2019
Q3 		$212K Sell
1,191
-534
-31% -$102K 0.06% 56
2019
Q2 		$333K Buy
1,725
+359
+26% +$65.6K 0.12% 48
2019
Q1 		$228K Buy
1,366
+86
+7% +$13.7K 0.1% 57
2018
Q4 		$168K Sell
1,280
-2
-0.2% -$290 0.09% 61
2018
Q3 		$211K Buy
1,282
+518
+68% +$93.8K 0.1% 57
2018
Q2 		$148K Buy
764
+3
+0.4% +$542 0.09% 62
2018
Q1 		$122K Buy
761
+187
+33% +$33.6K 0.08% 62
2017
Q4 		$99K Buy
+574
New +$101K 0.06% 65

Other funds holding META

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 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

Sound Income Strategies's META Position: Q3 2026 in Review

Sound Income Strategies reduced its Meta Platforms (Facebook) (META) stake by 0.06% in Q3 2026, selling an estimated $6.87K and leaving 18,948 shares worth $13.7M. The position accounts for 0.61% of the portfolio, ranked #67.

Sound Income Strategies first reported a position in META in Q4 2017 and has held it in 23 quarters since. 463 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Sound Income Strategies held 18,948 shares of Meta Platforms (Facebook) worth $13.7M as of Q3 2026.
  • Sound Income Strategies sold 11 Meta Platforms (Facebook) shares in Q3 2026, an estimated $6.87K.
  • Meta Platforms (Facebook) made up 0.61% of Sound Income Strategies's portfolio in Q3 2026, its #67 holding.
  • Sound Income Strategies first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 23 quarters since.
  • 463 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Sound Income Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.