Archvest Wealth Advisors
META icon

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

Archvest 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 		$1.55M Buy
2,133
+285
+15% +$178K 0.78% 25
2026
Q2 		$1.04M Buy
1,848
+347
+23% +$212K 0.6% 28
2026
Q1 		$859K Buy
1,501
+151
+11% +$96.8K 0.55% 28
2025
Q4 		$891K Buy
1,350
+103
+8% +$68.8K 0.57% 29
2025
Q3 		$916K Buy
+1,247
New +$928K 0.81% 28
2025
Q2 		– Sell
-1,163
Closed -$670K – 66
2025
Q1 		$670K Sell
1,163
-291
-20% -$188K 0.55% 36
2024
Q4 		$852K Sell
1,454
-15,718
-92% -$9.23M 0.62% 31
2024
Q3 		$6.52K Buy
17,172
+15,653
+1,030% +$8.05M ﹤0.01% 73
2024
Q2 		$767K Buy
1,519
+470
+45% +$228K 0.51% 34
2024
Q1 		$515K Sell
1,049
-205
-16% -$91.4K 0.36% 39
2023
Q4 		$444K Sell
1,254
-5
-0.4% -$1.63K 0.33% 39
2023
Q3 		$378K Buy
1,259
+20
+2% +$6.03K 0.31% 38
2023
Q2 		$356K Hold
1,239
– – 0.29% 39
2023
Q1 		$263K Buy
+1,239
New +$211K 0.23% 40
2022
Q1 		– Sell
-873
Closed -$294K – 43
2021
Q4 		$294K Buy
+873
New +$290K 0.25% 38

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Archvest Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 15% in Q3 2026, buying an estimated $178K and bringing the position to 2,133 shares worth $1.55M. The position accounts for 0.78% of the portfolio, ranked #25.

Archvest Wealth Advisors first reported a position in META in Q4 2021 and has held it in 15 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Archvest Wealth Advisors held 2,133 shares of Meta Platforms (Facebook) worth $1.55M as of Q3 2026.
  • Archvest Wealth Advisors bought 285 Meta Platforms (Facebook) shares in Q3 2026, an estimated $178K.
  • Meta Platforms (Facebook) made up 0.78% of Archvest Wealth Advisors's portfolio in Q3 2026, its #25 holding.
  • Archvest Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Archvest Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.