Bernardo Wealth Planning 13F: Adds $1.6M to META Stake
Key Points
- Bernardo Wealth Planning increased its holdings in Meta Platforms by 2,246 shares, a 116.0% rise, bringing its total to 4,182 shares.
- The fund's total reported value for its Meta investment is approximately $3.03 million, representing 0.48% of its overall portfolio.
- Meta's stock recently traded at $642.62, which is about equal to its closing price on the filing date but below its 50-day moving average.
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On October 23, 2026, Bernardo Wealth Planning boosted its stake in Meta Platforms, Inc. (META) by 2,246 shares, increasing its total to 4,182 shares valued at about $3.03 million. This information comes from the fund's latest Form 13F filing with the SEC.
Bernardo Wealth Planning's total reported value for its Meta investment is approximately $3.03 million, which accounts for 0.48% of its overall portfolio. The fund ranks 37th among its 143 reported positions. This increase represents a 116.0% rise in its stake from the previous 1,936 shares.
META
Meta Platforms, Inc.
Bernardo Wealth Planning vs. the S&P 500
Hypothetical returns from Bernardo Wealth Planning's disclosed trades, not real profit or advice. How we model this.
Other Institutional Activity in Meta Platforms
HB Wealth Management increased its stake in Meta Platforms by 8,966 shares, ending with 127,542 shares valued at about $92.5 million. Meanwhile, Mondrian Investment Partners reduced its stake by 91,480 shares, leaving it with 118,378 shares worth about $85.8 million.
Meta Platforms, Inc. Stock Down 1.0%
Meta's stock recently traded at $642.62, which is about equal to its closing price on October 23, 2026. The shares are below their 50-day moving average of $663.81, but above the 52-week low of $520.26.
Recent Earnings
For the trailing twelve months, Meta reported revenue of approximately $241.6 billion and an earnings per share (EPS) of $29.31. The next earnings report is expected on January 27, 2027.
Insider Buying and Selling at Meta Platforms, Inc.
Javier Olivan, the Chief Operating Officer, sold 1,575 shares on several occasions, with the most recent sale on October 19, 2026, at a price of $707.20 per share. The total value of his sales was around $1.11 million.
Analysts Set New Price Targets
On October 22, 2026, UBS maintained its "Buy" rating with a price target of $892. Citigroup also kept its "Buy" rating but raised its target to $905. DA Davidson maintained a "Buy" rating with a target of $800, while BMO Capital rated it as "Market Perform" with a target of $685.
About Meta Platforms
Meta Platforms, Inc. develops products that help people connect and share through various digital platforms, including social media and virtual reality. The company operates through two segments: Family of Apps and Reality Labs.
Bottom Line
Bernardo Wealth Planning's increased stake in Meta Platforms could indicate confidence in the company's future. With earnings expected on January 27, 2027, investors will be watching closely for further developments.
Related Filing Alerts
Source: Bernardo Wealth Planning's 13F filing on $META (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts