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Westwood Wealth Management

SEC CIK
0001861125
Latest filing
Aug 7, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Westwood Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
21,050
Value
$11.9M
% of portfolio
3.4%
Quarters held
15
Since Q4 2021
Holdings of META by Westwood Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,050$11.9M3.4%−5,713−21.3%ReducedHolders
Q1 202626,763$15.3M6.0%+23,542+730.9%AddedHolders
Q4 20253,221$2.13M1.6%−23,993−88.2%ReducedHolders
Q3 202527,214$20.0M7.3%−7,580−21.8%ReducedHolders
Q2 202534,794$25.7M8.6%−1,686−4.6%ReducedHolders
Q1 202536,480$21.0M9.1%+4,740+14.9%AddedHolders
Q4 202431,740$18.6M6.7%+304+1.0%AddedHolders
Q3 202431,436$18.0M7.1%+4,845+18.2%AddedHolders
Q2 202426,591$13.4M5.3%+2,118+8.7%AddedHolders
Q1 202424,473$11.9M5.8%+18,322+297.9%AddedHolders
Q4 20236,151$2.18M1.7%+2,040+49.6%AddedHolders
Q3 20234,111$1.23M1.0%+900+28.0%AddedHolders
Q2 20233,211$921.5K0.7%+456+16.6%AddedHolders
Q1 20232,755$583.9K0.5%+2,755NewHolders
Q1 20220$00.0%−4,811−100.0%Sold outHolders
Q4 20214,811$1.62M1.0%–No prior filingHolders