CogentBlue Wealth Advisors
META icon

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

CogentBlue 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 		$208K Buy
+287
New +$179K 0.19% 49
2025
Q1 		– Sell
-1,067
Closed -$625K – 71
2024
Q4 		$625K Buy
+1,067
New +$626K 0.55% 33

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

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

CogentBlue Wealth Advisors opened a new position in Meta Platforms (Facebook) (META) in Q3 2026: 287 shares worth $208K. The stake represents 0.19% of the portfolio and ranks #49 among its holdings. This is a return to the name: CogentBlue Wealth Advisors previously reported a position in META as recently as Q4 2024.

CogentBlue Wealth Advisors first reported a position in META in Q4 2024 and has held it in 2 quarters since. The position peaked at $625K in Q4 2024. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • CogentBlue Wealth Advisors held 287 shares of Meta Platforms (Facebook) worth $208K as of Q3 2026.
  • Meta Platforms (Facebook) was a new CogentBlue Wealth Advisors position in Q3 2026.
  • Meta Platforms (Facebook) made up 0.19% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #49 holding.
  • CogentBlue Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 2 quarters since.
  • CogentBlue Wealth Advisors's Meta Platforms (Facebook) position peaked at $625K in Q4 2024.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.