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

Centerline 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	$1.43M	Buy	1,969 +2	+0.1%	+$1.25K	0.45%	38
2026 Q2	$1.11M	Buy	1,967 +1	+0.1%	+$611	0.35%	41
2026 Q1	$1.12M	Buy	1,966 +5	+0.3%	+$3.2K	0.4%	38
2025 Q4	$1.29M	Buy	1,961 +13	+0.7%	+$8.68K	0.47%	32
2025 Q3	$1.43M	Sell	1,948 -49	-2%	-$36.5K	0.62%	24
2025 Q2	$1.47M	Sell	1,997 -19	-0.9%	-$11.7K	0.72%	21
2025 Q1	$1.16M	Sell	2,016 -40	-2%	-$25.8K	0.69%	18
2024 Q4	$1.2M	Buy	+2,056	New	+$1.21M	0.71%	18

Other funds holding META

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Centerline Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.1% in Q3 2026, buying an estimated $1.25K and bringing the position to 1,969 shares worth $1.43M. The position accounts for 0.45% of the portfolio, ranked #38.

Centerline Wealth Advisors first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q2 2025. 3,229 funds tracked by Wall St. Rank hold META as of Q3 2026.

Centerline Wealth Advisors held 1,969 shares of Meta Platforms (Facebook) worth $1.43M as of Q3 2026.
Centerline Wealth Advisors bought 2 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.25K.
Meta Platforms (Facebook) made up 0.45% of Centerline Wealth Advisors's portfolio in Q3 2026, its #38 holding.
Centerline Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
Centerline Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.47M in Q2 2025.
3,229 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Centerline Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.