SC
META icon

Steph & Co’s Meta Platforms (Facebook) META Stock Holding History

Steph & Co’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 		$74.7K Sell
103
-3
-3% -$1.87K 0.02% 161
2026
Q2 		$59.7K Sell
106
-80
-43% -$48.9K 0.02% 174
2026
Q1 		$106K Buy
186
+6
+3% +$3.85K 0.03% 139
2025
Q4 		$119K Buy
180
+31
+21% +$20.7K 0.03% 133
2025
Q3 		$109K Buy
149
+72
+94% +$53.6K 0.03% 140
2025
Q2 		$56.8K Sell
77
-6
-7% -$3.71K 0.02% 173
2025
Q1 		$47.8K Buy
83
+18
+28% +$11.6K 0.02% 176
2024
Q4 		$38.1K Sell
65
-89
-58% -$52.2K 0.01% 188
2024
Q3 		$88.2K Buy
154
+43
+39% +$22.1K 0.03% 161
2024
Q2 		$56K Buy
111
+9
+9% +$4.38K 0.02% 171
2024
Q1 		$49.5K Buy
+102
New +$45.5K 0.02% 177
2023
Q1 		– Sell
-398
Closed -$48K – 240
2022
Q4 		$48K Sell
398
-1,691
-81% -$199K 0.03% 165
2022
Q3 		$283K Buy
2,089
+241
+13% +$39.1K 0.2% 66
2022
Q2 		$298K Buy
1,848
+825
+81% +$159K 0.18% 66
2022
Q1 		$227K Buy
+1,023
New +$256K 0.14% 82

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

Steph & Co's META Position: Q3 2026 in Review

Steph & Co reduced its Meta Platforms (Facebook) (META) stake by 2.8% in Q3 2026, selling an estimated $1.87K and leaving 103 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #161.

Steph & Co first reported a position in META in Q1 2022 and has held it in 15 quarters since. The position peaked at $298K in Q2 2022. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Steph & Co held 103 shares of Meta Platforms (Facebook) worth $74.7K as of Q3 2026.
  • Steph & Co sold 3 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.87K.
  • Meta Platforms (Facebook) made up 0.02% of Steph & Co's portfolio in Q3 2026, its #161 holding.
  • Steph & Co first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 15 quarters since.
  • Steph & Co's Meta Platforms (Facebook) position peaked at $298K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.