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Tilia Fiduciary Partners’s Meta Platforms (Facebook) META Stock Holding History

Tilia Fiduciary Partners’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 		$4.44M Buy
6,122
+3,270
+115% +$2.04M 2.05% 15
2026
Q2 		$1.61M Sell
2,852
-119
-4% -$72.8K 0.76% 44
2026
Q1 		$1.7M Sell
2,971
-1
-0% -$641 0.93% 45
2025
Q4 		$1.96M Sell
2,972
-98
-3% -$65.4K 1.08% 42
2025
Q3 		$2.25M Sell
3,070
-205
-6% -$153K 1.3% 34
2025
Q2 		$2.42M Sell
3,275
-72
-2% -$44.5K 1.48% 26
2025
Q1 		$1.93M Sell
3,347
-33
-1% -$21.3K 1.29% 33
2024
Q4 		$1.98M Sell
3,380
-31
-0.9% -$18.2K 1.35% 29
2024
Q3 		$1.95M Sell
3,411
-24
-0.7% -$12.3K 1.35% 32
2024
Q2 		$1.73M Sell
3,435
-53
-2% -$25.8K 1.35% 33
2024
Q1 		$1.69M Sell
3,488
-376
-10% -$168K 1.37% 32
2023
Q4 		$1.37M Sell
3,864
-345
-8% -$112K 1.27% 33
2023
Q3 		$1.26M Sell
4,209
-540
-11% -$163K 1.32% 31
2023
Q2 		$1.36M Sell
4,749
-1,050
-18% -$259K 1.22% 27
2023
Q1 		$1.23M Sell
5,799
-98
-2% -$16.7K 1.17% 27
2022
Q4 		$710K Buy
5,897
+65
+1% +$7.63K 0.68% 52
2022
Q3 		$750K Buy
5,832
+472
+9% +$76.5K 0.76% 44
2022
Q2 		$875K Buy
5,360
+343
+7% +$66.2K 0.84% 42
2022
Q1 		$1.12M Buy
5,017
+291
+6% +$72.7K 0.95% 33
2021
Q4 		$1.59M Buy
+4,726
New +$1.57M 1.28% 16

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

Tilia Fiduciary Partners's META Position: Q3 2026 in Review

Tilia Fiduciary Partners increased its Meta Platforms (Facebook) (META) stake by 115% in Q3 2026, buying an estimated $2.04M and bringing the position to 6,122 shares worth $4.44M. The position accounts for 2.05% of the portfolio, ranked #15.

Tilia Fiduciary Partners first reported a position in META in Q4 2021 and has held it in 20 quarters since. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Tilia Fiduciary Partners held 6,122 shares of Meta Platforms (Facebook) worth $4.44M as of Q3 2026.
  • Tilia Fiduciary Partners bought 3,270 Meta Platforms (Facebook) shares in Q3 2026, an estimated $2.04M.
  • Meta Platforms (Facebook) made up 2.05% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #15 holding.
  • Tilia Fiduciary Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 20 quarters since.
  • 267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.