Concurrent Investment Advisors
META icon

Concurrent Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Concurrent Investment 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 		$114M Buy
157,064
+20,433
+15% +$12.8M 0.79% 15
2026
Q2 		$77M Buy
136,631
+8,707
+7% +$5.32M 0.65% 20
2026
Q1 		$73.2M Sell
127,924
-5,754
-4% -$3.69M 0.8% 16
2025
Q4 		$88.2M Buy
133,678
+73,267
+121% +$48.9M 1% 12
2025
Q3 		$44.4M Buy
60,411
+903
+2% +$672K 0.76% 17
2025
Q2 		$43.9M Buy
59,508
+4,710
+9% +$2.91M 0.85% 13
2025
Q1 		$31.6M Buy
54,798
+7,828
+17% +$5.05M 0.77% 20
2024
Q4 		$27.5M Buy
46,970
+8,032
+21% +$4.71M 0.74% 25
2024
Q3 		$22.3M Buy
38,938
+4,336
+13% +$2.23M 0.66% 25
2024
Q2 		$17.4M Buy
34,602
+4,640
+15% +$2.26M 0.57% 37
2024
Q1 		$14.5M Buy
29,962
+1,353
+5% +$604K 0.59% 33
2023
Q4 		$10.1M Buy
+28,609
New +$9.32M 0.48% 46

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

Concurrent Investment Advisors's META Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 15% in Q3 2026, buying an estimated $12.8M and bringing the position to 157,064 shares worth $114M. The position accounts for 0.79% of the portfolio, ranked #15.

Concurrent Investment Advisors first reported a position in META in Q4 2023 and has held it in 12 quarters since. 1,658 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Concurrent Investment Advisors held 157,064 shares of Meta Platforms (Facebook) worth $114M as of Q3 2026.
  • Concurrent Investment Advisors bought 20,433 Meta Platforms (Facebook) shares in Q3 2026, an estimated $12.8M.
  • Meta Platforms (Facebook) made up 0.79% of Concurrent Investment Advisors's portfolio in Q3 2026, its #15 holding.
  • Concurrent Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • 1,658 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.