AdviceOne Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

AdviceOne Advisory Services’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$633K	Buy	873 +23	+3%	+$14.4K	0.38%	17
2026 Q2	$479K	Buy	850 +80	+10%	+$48.9K	0.27%	23
2026 Q1	$441K	Sell	770 -9	-1%	-$5.77K	0.27%	21
2025 Q4	$514K	Buy	779 +144	+23%	+$96.2K	0.3%	15
2025 Q3	$466K	Buy	635 +60	+10%	+$44.7K	0.31%	20
2025 Q2	$424K	Hold	575	–	–	0.31%	17
2025 Q1	$331K	Buy	575 +1	+0.2%	+$645	0.27%	18
2024 Q4	$336K	Buy	+574	New	+$337K	0.3%	17

Other funds holding META

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

AdviceOne Advisory Services's META Position: Q3 2026 in Review

AdviceOne Advisory Services increased its Meta Platforms (Facebook) (META) stake by 2.7% in Q3 2026, buying an estimated $14.4K and bringing the position to 873 shares worth $633K. The position accounts for 0.38% of the portfolio, ranked #17.

AdviceOne Advisory Services first reported a position in META in Q4 2024 and has held it in 8 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

AdviceOne Advisory Services held 873 shares of Meta Platforms (Facebook) worth $633K as of Q3 2026.
AdviceOne Advisory Services bought 23 Meta Platforms (Facebook) shares in Q3 2026, an estimated $14.4K.
Meta Platforms (Facebook) made up 0.38% of AdviceOne Advisory Services's portfolio in Q3 2026, its #17 holding.
AdviceOne Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on AdviceOne Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.