WMWM
META icon

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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return