Waller Financial Planning Group
META icon

Waller Financial Planning Group’s Meta Platforms (Facebook) META Stock Holding History

Waller Financial Planning Group’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 		$570K Sell
786
-24
-3% -$15K 0.12% 49
2026
Q2 		$456K Buy
810
+149
+23% +$91.1K 0.09% 51
2026
Q1 		$378K Buy
661
+1
+0.2% +$641 0.08% 58
2025
Q4 		$436K Buy
660
+3
+0.5% +$2K 0.1% 51
2025
Q3 		$483K Hold
657
– – 0.11% 50
2025
Q2 		$485K Sell
657
-154
-19% -$95.2K 0.12% 49
2025
Q1 		$468K Buy
811
+171
+27% +$110K 0.13% 50
2024
Q4 		$375K Buy
640
+1
+0.2% +$587 0.09% 53
2024
Q3 		$366K Hold
639
– – 0.09% 53
2024
Q2 		$322K Sell
639
-40
-6% -$19.4K 0.09% 52
2024
Q1 		$329K Sell
679
-9
-1% -$4.02K 0.09% 50
2023
Q4 		$244K Buy
688
+10
+1% +$3.26K 0.06% 55
2023
Q3 		$204K Buy
+678
New +$204K 0.06% 54
2022
Q1 		– Sell
-635
Closed -$214K – 54
2021
Q4 		$214K Hold
635
– – 0.05% 51
2021
Q3 		$216K Hold
635
– – 0.06% 49
2021
Q2 		$221K Buy
+635
New +$204K 0.06% 47

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Waller Financial Planning Group's META Position: Q3 2026 in Review

Waller Financial Planning Group reduced its Meta Platforms (Facebook) (META) stake by 3% in Q3 2026, selling an estimated $15K and leaving 786 shares worth $570K. The position accounts for 0.12% of the portfolio, ranked #49.

Waller Financial Planning Group first reported a position in META in Q2 2021 and has held it in 16 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Waller Financial Planning Group held 786 shares of Meta Platforms (Facebook) worth $570K as of Q3 2026.
  • Waller Financial Planning Group sold 24 Meta Platforms (Facebook) shares in Q3 2026, an estimated $15K.
  • Meta Platforms (Facebook) made up 0.12% of Waller Financial Planning Group's portfolio in Q3 2026, its #49 holding.
  • Waller Financial Planning Group first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 16 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Waller Financial Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.