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FORTERIS WEALTH MANAGEMENT INC. → META

FORTERIS WEALTH MANAGEMENT INC. META Position History

Meta Platforms, Inc. • Technology

Quarters held
4
Latest value
$3.3M
Q3 2026
Peak value
$3.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.1M
Q1 2026$2.7M
Q2 2026$2.6M
Q3 2026$3.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.3M4.5K——
Q2 2026$2.6M4.7K——
Q1 2026$2.7M4.7K——
Q4 2025$3.1M4.7K——

Other funds holding META

Other FORTERIS WEALTH MANAGEMENT INC. positions

AMAT

APPLIED MATLS INC

$7.5M
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CRDO

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ETHA

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$6.4M
ETHA

ISHARES TR

$6.1M
CRDO

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$6M
CRDO

DIMENSIONAL ETF TRUST

$5.8M
AAPL

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$5.5M