Total Wealth Planning & Management’s Meta Platforms (Facebook) META Stock Holding History

Total Wealth Planning & 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	$1.48M	Sell	2,044 -260	-11%	-$162K	1.1%	16
2026 Q2	$1.3M	Buy	2,304 +213	+10%	+$130K	0.88%	23
2026 Q1	$1.2M	Buy	2,091 +201	+11%	+$129K	0.88%	31
2025 Q4	$1.25M	Buy	+1,890	New	+$1.26M	0.92%	23
2025 Q2	$1.54M	Hold	2,087	–	–	1.25%	12
2025 Q1	$1.2M	Sell	2,087 -141	-6%	-$91K	1.14%	17
2024 Q4	$1.3M	Buy	+2,228	New	+$1.31M	1.18%	16

Other funds holding META

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Total Wealth Planning & Management's META Position: Q3 2026 in Review

Total Wealth Planning & Management reduced its Meta Platforms (Facebook) (META) stake by 11% in Q3 2026, selling an estimated $162K and leaving 2,044 shares worth $1.48M. The position accounts for 1.1% of the portfolio, ranked #16.

Total Wealth Planning & Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q2 2025. 2,087 funds tracked by Wall St. Rank hold META as of Q3 2026.

Total Wealth Planning & Management held 2,044 shares of Meta Platforms (Facebook) worth $1.48M as of Q3 2026.
Total Wealth Planning & Management sold 260 Meta Platforms (Facebook) shares in Q3 2026, an estimated $162K.
Meta Platforms (Facebook) made up 1.1% of Total Wealth Planning & Management's portfolio in Q3 2026, its #16 holding.
Total Wealth Planning & Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Total Wealth Planning & Management's Meta Platforms (Facebook) position peaked at $1.54M in Q2 2025.
2,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.