Back to META

WT Wealth Management → META

WT Wealth Management META Position History

Meta Platforms, Inc. • Technology

Quarters held
5
Latest value
$7.5M
Q3 2026
Peak value
$7.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.3M
Q4 2025$5.2M
Q1 2026$4.3M
Q2 2026$5.9M
Q3 2026$7.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.5M10.3K——
Q2 2026$5.9M10.5K——
Q1 2026$4.3M7.5K——
Q4 2025$5.2M7.9K——
Q3 2025$5.3M7.3K——

Other funds holding META

Other WT Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$33.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$33.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.5M
SGOL

ETFS GOLD TR

$19M
SGOL

ETFS GOLD TR

$18.6M
SGOL

ETFS GOLD TR

$17.3M