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Unique Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History

Unique Wealth Strategies’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 		$4.84M Hold
8,586
– – 1.77% 10
2026
Q2 		$4.84M Buy
8,586
+208
+2% +$127K 1.76% 11
2026
Q1 		$4.79M Sell
8,378
-588
-7% -$377K 1.94% 8
2025
Q4 		$5.92M Sell
8,966
-1,795
-17% -$1.2M 2.3% 7
2025
Q3 		$7.9M Buy
10,761
+115
+1% +$85.6K 3.06% 4
2025
Q2 		$7.86M Sell
10,646
-110
-1% -$68K 3.27% 4
2025
Q1 		$6.2M Sell
10,756
-254
-2% -$164K 2.82% 5
2024
Q4 		$6.45M Sell
11,010
-271
-2% -$159K 2.8% 4
2024
Q3 		$6.46M Buy
11,281
+807
+8% +$415K 2.72% 4
2024
Q2 		$5.09M Hold
10,474
– – 2.38% 5
2024
Q1 		$5.09M Buy
10,474
+240
+2% +$107K 2.49% 5
2023
Q4 		$3.62M Buy
+10,234
New +$3.33M 2.42% 6

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
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
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Unique Wealth Strategies's META Position: Q3 2026 in Review

Unique Wealth Strategies held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 8,586 shares worth $4.84M. The position accounts for 1.77% of the portfolio, ranked #10.

Unique Wealth Strategies first reported a position in META in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.9M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Unique Wealth Strategies held 8,586 shares of Meta Platforms (Facebook) worth $4.84M as of Q3 2026.
  • Unique Wealth Strategies left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
  • Meta Platforms (Facebook) made up 1.77% of Unique Wealth Strategies's portfolio in Q3 2026, its #10 holding.
  • Unique Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • Unique Wealth Strategies's Meta Platforms (Facebook) position peaked at $7.9M in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.