Approach Retirement Advisors
META icon

Approach Retirement Advisors’s Meta Platforms (Facebook) META Stock Holding History

Approach Retirement 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 		$364K Sell
502
-6
-1% -$3.74K 0.27% 58
2026
Q2 		$286K Sell
508
-19
-4% -$11.6K 0.21% 70
2026
Q1 		$302K Buy
527
+90
+21% +$57.7K 0.25% 67
2025
Q4 		$288K Buy
+437
New +$292K 0.25% 70

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Approach Retirement Advisors's META Position: Q3 2026 in Review

Approach Retirement Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q3 2026, selling an estimated $3.74K and leaving 502 shares worth $364K. The position accounts for 0.27% of the portfolio, ranked #58.

Approach Retirement Advisors first reported a position in META in Q4 2025 and has held it in 4 quarters since. 4,044 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Approach Retirement Advisors held 502 shares of Meta Platforms (Facebook) worth $364K as of Q3 2026.
  • Approach Retirement Advisors sold 6 Meta Platforms (Facebook) shares in Q3 2026, an estimated $3.74K.
  • Meta Platforms (Facebook) made up 0.27% of Approach Retirement Advisors's portfolio in Q3 2026, its #58 holding.
  • Approach Retirement Advisors first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • 4,044 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Approach Retirement Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.