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Whitaker-Myers Wealth Managers’s Meta Platforms (Facebook) META Stock Holding History

Whitaker-Myers Wealth Managers’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 		$210K Buy
+289
New +$180K 0.03% 122
2026
Q2 		– Sell
-549
Closed -$314K – 118
2026
Q1 		$314K Sell
549
-70
-11% -$44.9K 0.06% 100
2025
Q4 		$409K Sell
619
-2,854
-82% -$1.91M 0.09% 94
2025
Q3 		$2.55M Buy
3,473
+2,251
+184% +$1.68M 0.56% 25
2025
Q2 		$902K Sell
1,222
-591
-33% -$365K 0.23% 44
2025
Q1 		$1.04M Buy
1,813
+256
+16% +$165K 0.29% 40
2024
Q4 		$912K Buy
1,557
+472
+44% +$277K 0.27% 41
2024
Q3 		$621K Sell
1,085
-31
-3% -$16K 0.21% 54
2024
Q2 		$563K Buy
1,116
+207
+23% +$101K 0.21% 55
2024
Q1 		$441K Buy
+909
New +$405K 0.19% 60

Other funds holding META

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Whitaker-Myers Wealth Managers's META Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 289 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #122 among its holdings. This is a return to the name: Whitaker-Myers Wealth Managers previously reported a position in META as recently as Q1 2026.

Whitaker-Myers Wealth Managers first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.55M in Q3 2025. 552 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 289 shares of Meta Platforms (Facebook) worth $210K as of Q3 2026.
  • Meta Platforms (Facebook) was a new Whitaker-Myers Wealth Managers position in Q3 2026.
  • Meta Platforms (Facebook) made up 0.03% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #122 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
  • Whitaker-Myers Wealth Managers's Meta Platforms (Facebook) position peaked at $2.55M in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.