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Allied Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Allied Investment Advisors’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 		$491K Hold
677
– – 0.05% 76
2026
Q2 		$381K Sell
677
-472
-41% -$289K 0.05% 81
2026
Q1 		$657K Buy
1,149
+39
+4% +$25K 0.09% 61
2025
Q4 		$733K Buy
1,110
+3
+0.3% +$2K 0.11% 57
2025
Q3 		$813K Buy
1,107
+572
+107% +$426K 0.13% 55
2025
Q2 		$395K Buy
535
+46
+9% +$28.4K 0.07% 62
2025
Q1 		$282K Hold
489
– – 0.05% 72
2024
Q4 		$286K Buy
489
+18
+4% +$10.6K 0.06% 69
2024
Q3 		$270K Hold
471
– – 0.05% 64
2024
Q2 		$237K Buy
+471
New +$229K 0.06% 64

Other funds holding META

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Allied Investment Advisors's META Position: Q3 2026 in Review

Allied Investment Advisors held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 677 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #76.

Allied Investment Advisors first reported a position in META in Q2 2024 and has held it in 10 quarters since. The position peaked at $813K in Q3 2025. 463 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Allied Investment Advisors held 677 shares of Meta Platforms (Facebook) worth $491K as of Q3 2026.
  • Allied Investment Advisors left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
  • Meta Platforms (Facebook) made up 0.05% of Allied Investment Advisors's portfolio in Q3 2026, its #76 holding.
  • Allied Investment Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 10 quarters since.
  • Allied Investment Advisors's Meta Platforms (Facebook) position peaked at $813K in Q3 2025.
  • 463 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.