WealthPlan Investment Management
META icon

WealthPlan Investment Management’s Meta Platforms (Facebook) META Stock Holding History

WealthPlan Investment Management’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 		$28.2M Sell
38,918
-2,053
-5% -$1.28M 1.37% 15
2026
Q2 		$23.1M Sell
40,971
-983
-2% -$601K 1.15% 21
2026
Q1 		$24M Buy
41,954
+11,086
+36% +$7.1M 1.34% 15
2025
Q4 		$20.4M Buy
30,868
+7,876
+34% +$5.26M 1.3% 15
2025
Q3 		$16.9M Buy
22,992
+53
+0.2% +$39.4K 1.12% 22
2025
Q2 		$16.9M Buy
22,939
+1,400
+6% +$865K 1.23% 18
2025
Q1 		$12.4M Sell
21,539
-1,287
-6% -$830K 1.22% 20
2024
Q4 		$13.4M Buy
22,826
+630
+3% +$370K 1.32% 19
2024
Q3 		$12.7M Buy
22,196
+1,588
+8% +$817K 1.29% 18
2024
Q2 		$10.4M Sell
20,608
-666
-3% -$324K 1.57% 15
2024
Q1 		$10.3M Sell
21,274
-1,094
-5% -$488K 1.58% 19
2023
Q4 		$7.92M Buy
22,368
+139
+0.6% +$45.3K 1.27% 29
2023
Q3 		$6.67M Buy
22,229
+7,821
+54% +$2.36M 1.18% 35
2023
Q2 		$4.13M Sell
14,408
-9,576
-40% -$2.36M 1.23% 34
2023
Q1 		$5.08M Sell
23,984
-10,632
-31% -$1.81M 0.88% 46
2022
Q4 		$6.21M Sell
34,616
-20,194
-37% -$2.37M 0.43% 60
2022
Q3 		$6.24M Buy
+54,810
New +$8.88M 0.46% 63
2022
Q1 		$11.6M Buy
+57,823
New +$14.5M 0.8% 44

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

WealthPlan Investment Management's META Position: Q3 2026 in Review

WealthPlan Investment Management reduced its Meta Platforms (Facebook) (META) stake by 5% in Q3 2026, selling an estimated $1.28M and leaving 38,918 shares worth $28.2M. The position accounts for 1.37% of the portfolio, ranked #15.

WealthPlan Investment Management first reported a position in META in Q1 2022 and has held it in 18 quarters since. 2,064 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • WealthPlan Investment Management held 38,918 shares of Meta Platforms (Facebook) worth $28.2M as of Q3 2026.
  • WealthPlan Investment Management sold 2,053 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.28M.
  • Meta Platforms (Facebook) made up 1.37% of WealthPlan Investment Management's portfolio in Q3 2026, its #15 holding.
  • WealthPlan Investment Management first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 18 quarters since.
  • 2,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.