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

Colton Groome 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 		$449K Buy
619
+11
+2% +$6.87K 0.11% 98
2026
Q2 		$343K Sell
608
-39
-6% -$23.8K 0.08% 120
2026
Q1 		$370K Sell
647
-15
-2% -$9.61K 0.11% 98
2025
Q4 		$437K Buy
662
+154
+30% +$103K 0.13% 88
2025
Q3 		$373K Buy
508
+53
+12% +$39.4K 0.11% 98
2025
Q2 		$336K Buy
+455
New +$281K 0.11% 97
2024
Q4 		– Sell
-705
Closed -$404K – 131
2024
Q3 		$404K Hold
705
– – 0.15% 87
2024
Q2 		$355K Sell
705
-25
-3% -$12.2K 0.14% 86
2024
Q1 		$354K Sell
730
-14
-2% -$6.25K 0.14% 82
2023
Q4 		$263K Buy
+744
New +$242K 0.11% 103

Other funds holding META

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Colton Groome Financial Advisors's META Position: Q3 2026 in Review

Colton Groome Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 1.8% in Q3 2026, buying an estimated $6.87K and bringing the position to 619 shares worth $449K. The position accounts for 0.11% of the portfolio, ranked #98.

Colton Groome Financial Advisors first reported a position in META in Q4 2023 and has held it in 10 quarters since. 284 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Colton Groome Financial Advisors held 619 shares of Meta Platforms (Facebook) worth $449K as of Q3 2026.
  • Colton Groome Financial Advisors bought 11 Meta Platforms (Facebook) shares in Q3 2026, an estimated $6.87K.
  • Meta Platforms (Facebook) made up 0.11% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #98 holding.
  • Colton Groome Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • 284 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.