Avant Financial Advisors
META icon

Avant Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Avant Financial 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 		$469K Buy
647
+20
+3% +$12.5K 0.29% 48
2026
Q2 		$353K Sell
627
-36
-5% -$22K 0.22% 54
2026
Q1 		$379K Sell
663
-45
-6% -$28.8K 0.27% 50
2025
Q4 		$467K Sell
708
-29
-4% -$19.4K 0.34% 48
2025
Q3 		$541K Sell
737
-55
-7% -$40.9K 0.41% 45
2025
Q2 		$585K Hold
792
– – 0.48% 41
2025
Q1 		$457K Sell
792
-56
-7% -$36.1K 0.41% 45
2024
Q4 		$497K Buy
+848
New +$498K 0.46% 47

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Avant Financial Advisors's META Position: Q3 2026 in Review

Avant Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 3.2% in Q3 2026, buying an estimated $12.5K and bringing the position to 647 shares worth $469K. The position accounts for 0.29% of the portfolio, ranked #48.

Avant Financial Advisors first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $585K in Q2 2025. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Avant Financial Advisors held 647 shares of Meta Platforms (Facebook) worth $469K as of Q3 2026.
  • Avant Financial Advisors bought 20 Meta Platforms (Facebook) shares in Q3 2026, an estimated $12.5K.
  • Meta Platforms (Facebook) made up 0.29% of Avant Financial Advisors's portfolio in Q3 2026, its #48 holding.
  • Avant Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
  • Avant Financial Advisors's Meta Platforms (Facebook) position peaked at $585K in Q2 2025.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Avant Financial Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.