Teamwork Financial Advisors
META icon

Teamwork Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Teamwork Financial Advisors’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 		$7.23M Sell
9,965
-24,486
-71% -$15.3M 0.8% 53
2026
Q2 		$19.4M Buy
34,451
+2,162
+7% +$1.32M 1.76% 16
2026
Q1 		$18.5M Sell
32,289
-2,026
-6% -$1.3M 1.95% 11
2025
Q4 		$22.7M Buy
34,315
+9,002
+36% +$6.01M 2.29% 9
2025
Q3 		$18.6M Sell
25,313
-9,124
-26% -$6.79M 1.92% 11
2025
Q2 		$25.5M Buy
34,437
+2,759
+9% +$1.7M 2.95% 8
2025
Q1 		$18.3M Buy
31,678
+3,403
+12% +$2.2M 2.43% 15
2024
Q4 		$16.6M Buy
28,275
+434
+2% +$255K 2.15% 17
2024
Q3 		$15.9M Sell
27,841
-1,578
-5% -$812K 2.21% 17
2024
Q2 		$14.8M Buy
29,419
+2,213
+8% +$1.08M 2.2% 15
2024
Q1 		$13.2M Buy
27,206
+7,285
+37% +$3.25M 2.03% 11
2023
Q4 		$7.05M Sell
19,921
-1,219
-6% -$397K 1.21% 16
2023
Q3 		$6.35M Buy
21,140
+13,981
+195% +$4.21M 1.04% 23
2023
Q2 		$2.05M Buy
7,159
+2,098
+41% +$518K 0.33% 52
2023
Q1 		$1.07M Sell
5,061
-1,829
-27% -$311K 0.2% 80
2022
Q4 		$829K Buy
6,890
+1,142
+20% +$134K 0.17% 89
2022
Q3 		$780K Buy
5,748
+3,194
+125% +$518K 0.17% 88
2022
Q2 		$412K Sell
2,554
-498
-16% -$96.1K 0.09% 152
2022
Q1 		$679K Buy
3,052
+1,426
+88% +$356K 0.13% 139
2021
Q4 		$547K Sell
1,626
-30
-2% -$10K 0.1% 182
2021
Q3 		$562K Buy
1,656
+493
+42% +$178K 0.11% 147
2021
Q2 		$404K Buy
1,163
+110
+10% +$35.3K 0.08% 177
2021
Q1 		$310K Buy
+1,053
New +$284K 0.07% 187

Other funds holding META

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
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
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Teamwork Financial Advisors's META Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 71% in Q3 2026, selling an estimated $15.3M and leaving 9,965 shares worth $7.23M. The position accounts for 0.8% of the portfolio, ranked #53.

Teamwork Financial Advisors first reported a position in META in Q1 2021 and has held it in 23 quarters since. The position peaked at $25.5M in Q2 2025. 1,061 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Teamwork Financial Advisors held 9,965 shares of Meta Platforms (Facebook) worth $7.23M as of Q3 2026.
  • Teamwork Financial Advisors sold 24,486 Meta Platforms (Facebook) shares in Q3 2026, an estimated $15.3M.
  • Meta Platforms (Facebook) made up 0.8% of Teamwork Financial Advisors's portfolio in Q3 2026, its #53 holding.
  • Teamwork Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 23 quarters since.
  • Teamwork Financial Advisors's Meta Platforms (Facebook) position peaked at $25.5M in Q2 2025.
  • 1,061 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.