Waypoint Wealth Counsel
META icon

Waypoint Wealth Counsel’s Meta Platforms (Facebook) META Stock Holding History

Waypoint Wealth Counsel’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 		$616K Buy
849
+195
+30% +$122K 0.36% 44
2026
Q2 		$368K Sell
654
-551
-46% -$337K 0.23% 74
2026
Q1 		$690K Sell
1,205
-812
-40% -$520K 0.36% 50
2025
Q4 		$1.33M Buy
2,017
+220
+12% +$147K 0.49% 34
2025
Q3 		$1.32M Buy
1,797
+106
+6% +$78.9K 0.52% 37
2025
Q2 		$1.25M Buy
1,691
+199
+13% +$123K 0.62% 35
2025
Q1 		$860K Buy
1,492
+154
+12% +$99.4K 0.54% 38
2024
Q4 		$784K Buy
1,338
+56
+4% +$32.9K 0.51% 38
2024
Q3 		$734K Buy
1,282
+263
+26% +$135K 0.49% 40
2024
Q2 		$514K Buy
1,019
+27
+3% +$13.1K 0.39% 43
2024
Q1 		$482K Sell
992
-16
-2% -$7.14K 0.37% 47
2023
Q4 		$357K Buy
1,008
+10
+1% +$3.26K 0.3% 57
2023
Q3 		$300K Buy
998
+68
+7% +$20.5K 0.28% 57
2023
Q2 		$267K Buy
+930
New +$229K 0.24% 71

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 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

Waypoint Wealth Counsel's META Position: Q3 2026 in Review

Waypoint Wealth Counsel increased its Meta Platforms (Facebook) (META) stake by 30% in Q3 2026, buying an estimated $122K and bringing the position to 849 shares worth $616K. The position accounts for 0.36% of the portfolio, ranked #44.

Waypoint Wealth Counsel first reported a position in META in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.33M in Q4 2025. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Waypoint Wealth Counsel held 849 shares of Meta Platforms (Facebook) worth $616K as of Q3 2026.
  • Waypoint Wealth Counsel bought 195 Meta Platforms (Facebook) shares in Q3 2026, an estimated $122K.
  • Meta Platforms (Facebook) made up 0.36% of Waypoint Wealth Counsel's portfolio in Q3 2026, its #44 holding.
  • Waypoint Wealth Counsel first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 14 quarters since.
  • Waypoint Wealth Counsel's Meta Platforms (Facebook) position peaked at $1.33M in Q4 2025.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2026, filed 22 Oct 2026.