Eric H. Schoenstein's Jensen Investment Management sold 106K shares of Meta Platforms Inc (META) in 2026 Q3, according to the 13F-HR filed with the SEC on November 10, 2026, 97% of the position. What remains is 3.34K shares worth about $2.42M, 0.08% of the portfolio against 1.49% a quarter earlier.
What did the 2026 Q3 filing report for META?
As of September 30, 2026, from the 13F-HR filed November 10, 2026.
| Before | After | |
|---|---|---|
| Shares | 109K | 3.34K |
| Shares sold | -106K (97%) | |
| Reported value | $61.7M | $2.42M |
| Portfolio weight | 1.49% | 0.08% |
| Rank in portfolio | 58th of 85 |
How much did Eric H. Schoenstein cut META?
Eric H. Schoenstein sold 106K shares of META during 2026 Q3, cutting the stake from 109K to 3.34K. The reported value of the position fell by about $59.2M, from about $61.7M to about $2.42M.
Where does META sit in the Eric H. Schoenstein portfolio?
META ranks 58th of 85 stock positions in the Eric H. Schoenstein portfolio at 0.08%, below the fund's average stock position of 1%. The largest stock position is MSFT at 8.36%. Next come GOOGL at 7.02% and AMZN at 6.67%. The three largest stocks together are 22.05% of the book. The META cut was the 4th largest of the quarter's 77 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Eric H. Schoenstein reported 85 stock positions, with 4 opened and 2 closed. The total portfolio value is about $3.19B, down 23% from the prior quarter.
How long has Eric H. Schoenstein held META?
Eric H. Schoenstein first reported META in the quarter ended June 30, 2025. The weight peaked at 3.85% in 2026 Q1. This is the second straight quarter of cuts. Last quarter the fund trimmed it by 68%. Every reported trade is on the Eric H. Schoenstein META trade history page.
Did other funds buy or sell META in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 10, 2026, 5 hold META. Of those, 1 added to the position this quarter and 3 trimmed it. The largest buyers of META this quarter were John Armitage and Paul Lountzis. The largest sellers were Lewis Sanders, Greenbrier Partners Capital Management and Mairs & Power Growth Fund. Every tracked holder of META is on the META ownership page.
FAQ
How many META shares did Eric H. Schoenstein sell in 2026 Q3?
Eric H. Schoenstein sold 106K shares of META, 97% of the position, leaving 3.34K shares.
What remains of the META position of Eric H. Schoenstein?
Eric H. Schoenstein still holds 3.34K shares of META, worth about $2.42M at September 30, 2026 prices.
How much of the Eric H. Schoenstein portfolio is META now?
META is 0.08% of the Eric H. Schoenstein portfolio, down from 1.49% a quarter earlier.
Did other funds trim META in 2026 Q3?
Among the 5 other tracked funds that hold META, 3 trimmed it in 2026 Q3 and 1 added to it.