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

WT Wealth 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 		$7.49M Sell
10,328
-174
-2% -$109K 2.1% 13
2026
Q2 		$5.92M Buy
10,502
+2,960
+39% +$1.81M 1.64% 17
2026
Q1 		$4.31M Sell
7,542
-314
-4% -$201K 1.28% 23
2025
Q4 		$5.19M Buy
7,856
+593
+8% +$396K 1.49% 20
2025
Q3 		$5.33M Buy
7,263
+1,019
+16% +$758K 1.54% 19
2025
Q2 		$4.61M Buy
6,244
+23
+0.4% +$14.2K 1.37% 22
2025
Q1 		$3.59M Sell
6,221
-633
-9% -$408K 1.16% 26
2024
Q4 		$4.01M Buy
6,854
+409
+6% +$240K 1.26% 25
2024
Q3 		$3.72M Sell
6,445
-1,093
-14% -$562K 1.19% 25
2024
Q2 		$3.8M Buy
7,538
+218
+3% +$106K 1.3% 24
2024
Q1 		$3.55M Sell
7,320
-983
-12% -$438K 1.27% 23
2023
Q4 		$2.94M Buy
8,303
+3,289
+66% +$1.07M 1.16% 29
2023
Q3 		$1.51M Buy
5,014
+561
+13% +$169K 0.65% 35
2023
Q2 		$1.28M Sell
4,453
-1,245
-22% -$307K 0.53% 52
2023
Q1 		$1.21M Buy
+5,698
New +$970K 0.52% 60
2022
Q4 		– Sell
-11,296
Closed -$1.53M – 101
2022
Q3 		$1.53M Buy
11,296
+917
+9% +$149K 0.77% 35
2022
Q2 		$1.67M Sell
10,379
-6,037
-37% -$1.16M 0.83% 32
2022
Q1 		$3.65M Buy
16,416
+5,124
+45% +$1.28M 1.4% 19
2021
Q4 		$3.8M Buy
11,292
+2,489
+28% +$826K 1.39% 21
2021
Q3 		$2.99M Buy
8,803
+70
+0.8% +$25.2K 1.15% 23
2021
Q2 		$3.04M Buy
8,733
+163
+2% +$52.3K 1.23% 22
2021
Q1 		$2.52M Buy
8,570
+1,032
+14% +$278K 1.17% 21
2020
Q4 		$2.06M Buy
7,538
+2,415
+47% +$662K 1.12% 27
2020
Q3 		$1.34M Buy
5,123
+445
+10% +$115K 0.89% 32
2020
Q2 		$1.06M Buy
4,678
+218
+5% +$45.5K 0.86% 29
2020
Q1 		$744K Buy
4,460
+505
+13% +$98.9K 0.78% 29
2019
Q4 		$811K Sell
3,955
-67
-2% -$13K 0.62% 35
2019
Q3 		$716K Buy
+4,022
New +$764K 0.62% 37

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

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

WT Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 1.7% in Q3 2026, selling an estimated $109K and leaving 10,328 shares worth $7.49M. The position accounts for 2.1% of the portfolio, ranked #13.

WT Wealth Management first reported a position in META in Q3 2019 and has held it in 28 quarters since. 560 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • WT Wealth Management held 10,328 shares of Meta Platforms (Facebook) worth $7.49M as of Q3 2026.
  • WT Wealth Management sold 174 Meta Platforms (Facebook) shares in Q3 2026, an estimated $109K.
  • Meta Platforms (Facebook) made up 2.1% of WT Wealth Management's portfolio in Q3 2026, its #13 holding.
  • WT Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 28 quarters since.
  • 560 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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