Wealth Forward LLC
META icon

Wealth Forward LLC’s Meta Platforms (Facebook) META Stock Holding History

Wealth Forward LLC’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 		$402K Buy
554
+40
+8% +$25K 0.18% 36
2026
Q2 		$290K Buy
514
+18
+4% +$11K 0.14% 39
2026
Q1 		$284K Buy
496
+6
+1% +$3.84K 0.16% 34
2025
Q4 		$323K Buy
+490
New +$327K 0.18% 33

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
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealth Forward LLC's META Position: Q3 2026 in Review

Wealth Forward LLC increased its Meta Platforms (Facebook) (META) stake by 7.8% in Q3 2026, buying an estimated $25K and bringing the position to 554 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #36.

Wealth Forward LLC first reported a position in META in Q4 2025 and has held it in 4 quarters since. 1,790 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Wealth Forward LLC held 554 shares of Meta Platforms (Facebook) worth $402K as of Q3 2026.
  • Wealth Forward LLC bought 40 Meta Platforms (Facebook) shares in Q3 2026, an estimated $25K.
  • Meta Platforms (Facebook) made up 0.18% of Wealth Forward LLC's portfolio in Q3 2026, its #36 holding.
  • Wealth Forward LLC first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • 1,790 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.