TradeWell Securities’s Meta Platforms (Facebook) META Stock Holding History

TradeWell Securities’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	$12.3M	Buy	17,009 +488	+3%	+$305K	4.17%	5
2026 Q2	$9.31M	Buy	16,521 +142	+0.9%	+$86.8K	3.32%	7
2026 Q1	$9.35M	Buy	16,379 +879	+6%	+$563K	3.94%	5
2025 Q4	$10.2M	Buy	15,500 +500	+3%	+$334K	3.98%	6
2025 Q3	$10.8M	Buy	15,000 +88	+0.6%	+$65.5K	4.52%	5
2025 Q2	$11M	Buy	14,912 +771	+5%	+$476K	5.26%	5
2025 Q1	$8.15M	Sell	14,141 -100	-0.7%	-$64.5K	4.49%	5
2024 Q4	$8.34M	Buy	+14,241	New	+$8.36M	4.32%	5

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

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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

TradeWell Securities's META Position: Q3 2026 in Review

TradeWell Securities increased its Meta Platforms (Facebook) (META) stake by 3% in Q3 2026, buying an estimated $305K and bringing the position to 17,009 shares worth $12.3M. The position accounts for 4.17% of the portfolio, ranked #5.

TradeWell Securities first reported a position in META in Q4 2024 and has held it in 8 quarters since. 2,323 funds tracked by Wall St. Rank hold META as of Q3 2026.

TradeWell Securities held 17,009 shares of Meta Platforms (Facebook) worth $12.3M as of Q3 2026.
TradeWell Securities bought 488 Meta Platforms (Facebook) shares in Q3 2026, an estimated $305K.
Meta Platforms (Facebook) made up 4.17% of TradeWell Securities's portfolio in Q3 2026, its #5 holding.
TradeWell Securities first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
2,323 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.