Turtle Creek Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Turtle Creek Wealth 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	$25.7M	Buy	35,431 +2,387	+7%	+$1.49M	1.3%	19
2026 Q2	$18.6M	Buy	33,044 +2,496	+8%	+$1.53M	0.98%	25
2026 Q1	$17.5M	Buy	30,548 +1,047	+4%	+$671K	1.32%	16
2025 Q4	$19.5M	Buy	29,501 +3,104	+12%	+$2.07M	1.53%	11
2025 Q3	$19.4M	Buy	26,397 +4,212	+19%	+$3.13M	1.73%	9
2025 Q2	$16.4M	Buy	22,185 +5,572	+34%	+$3.44M	1.93%	8
2025 Q1	$9.6M	Buy	16,613 +2,191	+15%	+$1.41M	1.43%	17
2024 Q4	$8.44M	Buy	14,422 +991	+7%	+$582K	1.95%	14
2024 Q3	$7.69M	Buy	13,431 +249	+2%	+$128K	1.54%	15
2024 Q2	$6.65M	Buy	13,182 +1,631	+14%	+$793K	1.54%	16
2024 Q1	$5.61M	Buy	11,551 +1,230	+12%	+$549K	1.38%	19
2023 Q4	$3.65M	Buy	+10,321	New	+$3.36M	1.08%	26

Other funds holding META

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Turtle Creek Wealth Advisors's META Position: Q3 2026 in Review

Turtle Creek Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 7.2% in Q3 2026, buying an estimated $1.49M and bringing the position to 35,431 shares worth $25.7M. The position accounts for 1.3% of the portfolio, ranked #19.

Turtle Creek Wealth Advisors first reported a position in META in Q4 2023 and has held it in 12 quarters since. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

Turtle Creek Wealth Advisors held 35,431 shares of Meta Platforms (Facebook) worth $25.7M as of Q3 2026.
Turtle Creek Wealth Advisors bought 2,387 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.49M.
Meta Platforms (Facebook) made up 1.3% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #19 holding.
Turtle Creek Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.