Amplius Wealth Advisors
META icon

Amplius Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Amplius Wealth 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 		$1.87M Buy
2,577
+601
+30% +$375K 0.13% 61
2026
Q2 		$1.11M Buy
1,976
+577
+41% +$353K 0.08% 73
2026
Q1 		$800K Sell
1,399
-10
-0.7% -$6.41K 0.07% 82
2025
Q4 		$930K Sell
1,409
-66
-4% -$44.1K 0.08% 73
2025
Q3 		$1.08M Sell
1,475
-1,084
-42% -$807K 0.09% 68
2025
Q2 		$1.89M Buy
2,559
+70
+3% +$43.3K 0.18% 60
2025
Q1 		$1.43M Sell
2,489
-230
-8% -$148K 0.15% 62
2024
Q4 		$1.59M Buy
2,719
+40
+1% +$23.5K 0.16% 58
2024
Q3 		$1.53M Buy
2,679
+35
+1% +$18K 0.17% 59
2024
Q2 		$1.33M Buy
2,644
+17
+0.6% +$8.26K 0.15% 65
2024
Q1 		$1.28M Sell
2,627
-20
-0.8% -$8.92K 0.14% 64
2023
Q4 		$937K Buy
2,647
+188
+8% +$61.2K 0.11% 65
2023
Q3 		$738K Sell
2,459
-380
-13% -$114K 0.1% 77
2023
Q2 		$815K Buy
2,839
+143
+5% +$35.3K 0.11% 73
2023
Q1 		$571K Sell
2,696
-133
-5% -$22.6K 0.08% 87
2022
Q4 		$340K Buy
2,829
+88
+3% +$10.3K 0.05% 109
2022
Q3 		$372K Sell
2,741
-215
-7% -$34.8K 0.07% 104
2022
Q2 		$476K Sell
2,956
-102
-3% -$19.7K 0.08% 90
2022
Q1 		$679K Sell
3,058
-92
-3% -$23K 0.1% 84
2021
Q4 		$1.06M Buy
+3,150
New +$1.05M 0.15% 67

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Amplius Wealth Advisors's META Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 30% in Q3 2026, buying an estimated $375K and bringing the position to 2,577 shares worth $1.87M. The position accounts for 0.13% of the portfolio, ranked #61.

Amplius Wealth Advisors first reported a position in META in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.89M in Q2 2025. 1,667 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Amplius Wealth Advisors held 2,577 shares of Meta Platforms (Facebook) worth $1.87M as of Q3 2026.
  • Amplius Wealth Advisors bought 601 Meta Platforms (Facebook) shares in Q3 2026, an estimated $375K.
  • Meta Platforms (Facebook) made up 0.13% of Amplius Wealth Advisors's portfolio in Q3 2026, its #61 holding.
  • Amplius Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.89M in Q2 2025.
  • 1,667 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.