Wealth Management Partners
META icon

Wealth Management Partners’s Meta Platforms (Facebook) META Stock Holding History

Wealth Management Partners’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 		$1.62M Sell
2,240
-99
-4% -$61.8K 0.38% 54
2026
Q2 		$1.32M Sell
2,339
-64
-3% -$39.1K 0.31% 63
2026
Q1 		$1.37M Buy
2,403
+139
+6% +$89.1K 0.39% 55
2025
Q4 		$1.49M Buy
2,264
+28
+1% +$18.7K 0.43% 48
2025
Q3 		$1.64M Sell
2,236
-238
-10% -$177K 0.52% 40
2025
Q2 		$1.78M Sell
2,474
-156
-6% -$96.4K 0.63% 36
2025
Q1 		$1.52M Buy
2,630
+315
+14% +$203K 0.7% 34
2024
Q4 		$1.36M Buy
2,315
+381
+20% +$224K 0.58% 38
2024
Q3 		$1.11M Buy
1,934
+100
+5% +$51.5K 0.51% 44
2024
Q2 		$925K Buy
1,834
+1,119
+157% +$544K 0.45% 47
2024
Q1 		$347K Buy
+715
New +$319K 0.18% 86
2022
Q2 		– Sell
-1,000
Closed -$243K – 110
2022
Q1 		$243K Hold
1,000
– – 0.17% 95
2021
Q4 		$243K Buy
+1,000
New +$332K 0.17% 99

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

Wealth Management Partners's META Position: Q3 2026 in Review

Wealth Management Partners reduced its Meta Platforms (Facebook) (META) stake by 4.2% in Q3 2026, selling an estimated $61.8K and leaving 2,240 shares worth $1.62M. The position accounts for 0.38% of the portfolio, ranked #54.

Wealth Management Partners first reported a position in META in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.78M in Q2 2025. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Wealth Management Partners held 2,240 shares of Meta Platforms (Facebook) worth $1.62M as of Q3 2026.
  • Wealth Management Partners sold 99 Meta Platforms (Facebook) shares in Q3 2026, an estimated $61.8K.
  • Meta Platforms (Facebook) made up 0.38% of Wealth Management Partners's portfolio in Q3 2026, its #54 holding.
  • Wealth Management Partners first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 13 quarters since.
  • Wealth Management Partners's Meta Platforms (Facebook) position peaked at $1.78M in Q2 2025.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.