Straight Path Wealth Management
META icon

Straight Path Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Straight Path 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 		$482K Buy
665
+154
+30% +$96.1K 0.11% 81
2026
Q2 		$288K Hold
511
– – 0.07% 105
2026
Q1 		$292K Sell
511
-2
-0.4% -$1.28K 0.08% 97
2025
Q4 		$338K Sell
513
-39,987
-99% -$26.7M 0.09% 86
2025
Q3 		$376K Buy
40,500
+39,996
+7,936% +$29.8M 0.1% 90
2025
Q2 		$372K Buy
+504
New +$311K 0.13% 75

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Straight Path Wealth Management's META Position: Q3 2026 in Review

Straight Path Wealth Management increased its Meta Platforms (Facebook) (META) stake by 30% in Q3 2026, buying an estimated $96.1K and bringing the position to 665 shares worth $482K. The position accounts for 0.11% of the portfolio, ranked #81.

Straight Path Wealth Management first reported a position in META in Q2 2025 and has held it in 6 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Straight Path Wealth Management held 665 shares of Meta Platforms (Facebook) worth $482K as of Q3 2026.
  • Straight Path Wealth Management bought 154 Meta Platforms (Facebook) shares in Q3 2026, an estimated $96.1K.
  • Meta Platforms (Facebook) made up 0.11% of Straight Path Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Straight Path Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and has held it in 6 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.