Whelan Financial
META icon

Whelan Financial’s Meta Platforms (Facebook) META Stock Holding History

Whelan Financial’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 		$5.04M Buy
6,955
+562
+9% +$351K 1.31% 13
2026
Q2 		$3.6M Buy
6,393
+123
+2% +$75.2K 0.98% 15
2026
Q1 		$3.59M Buy
6,270
+388
+7% +$249K 1.11% 14
2025
Q4 		$3.88M Buy
5,882
+214
+4% +$143K 1.21% 14
2025
Q3 		$4.16M Buy
5,668
+2,116
+60% +$1.57M 1.32% 13
2025
Q2 		$2.62M Buy
3,552
+233
+7% +$144K 0.95% 13
2025
Q1 		$1.91M Buy
3,319
+388
+13% +$250K 0.74% 13
2024
Q4 		$1.72M Buy
2,931
+508
+21% +$298K 0.67% 17
2024
Q3 		$1.39M Buy
2,423
+143
+6% +$73.6K 0.57% 17
2024
Q2 		$1.15M Buy
2,280
+19
+0.8% +$9.24K 0.51% 18
2024
Q1 		$1.1M Buy
2,261
+399
+21% +$178K 0.5% 17
2023
Q4 		$659K Sell
1,862
-339
-15% -$110K 0.31% 18
2023
Q3 		$661K Buy
2,201
+187
+9% +$56.3K 0.35% 16
2023
Q2 		$578K Hold
2,014
– – 0.3% 18
2023
Q1 		$427K Sell
2,014
-3
-0.1% -$511 0.24% 21
2022
Q4 		$243K Sell
2,017
-5
-0.2% -$587 0.15% 26
2022
Q3 		$274K Hold
2,022
– – 0.19% 21
2022
Q2 		$326K Buy
+2,022
New +$390K 0.22% 18

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Whelan Financial's META Position: Q3 2026 in Review

Whelan Financial increased its Meta Platforms (Facebook) (META) stake by 8.8% in Q3 2026, buying an estimated $351K and bringing the position to 6,955 shares worth $5.04M. The position accounts for 1.31% of the portfolio, ranked #13.

Whelan Financial first reported a position in META in Q2 2022 and has held it in 18 quarters since. 2,396 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Whelan Financial held 6,955 shares of Meta Platforms (Facebook) worth $5.04M as of Q3 2026.
  • Whelan Financial bought 562 Meta Platforms (Facebook) shares in Q3 2026, an estimated $351K.
  • Meta Platforms (Facebook) made up 1.31% of Whelan Financial's portfolio in Q3 2026, its #13 holding.
  • Whelan Financial first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 18 quarters since.
  • 2,396 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.