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Summit Investment Advisors, Inc.\KS’s Meta Platforms (Facebook) META Stock Holding History

Summit Investment Advisors, Inc.\KS’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 		$894K Sell
1,233
-9
-0.7% -$5.62K 0.4% 37
2026
Q2 		$700K Sell
1,242
-7
-0.6% -$4.28K 0.32% 45
2026
Q1 		$715K Sell
1,249
-25
-2% -$16K 0.36% 43
2025
Q4 		$841K Buy
+1,274
New +$851K 0.45% 36

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

Summit Investment Advisors, Inc.\KS's META Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS reduced its Meta Platforms (Facebook) (META) stake by 0.72% in Q3 2026, selling an estimated $5.62K and leaving 1,233 shares worth $894K. The position accounts for 0.4% of the portfolio, ranked #37.

Summit Investment Advisors, Inc.\KS first reported a position in META in Q4 2025 and has held it in 4 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Summit Investment Advisors, Inc.\KS held 1,233 shares of Meta Platforms (Facebook) worth $894K as of Q3 2026.
  • Summit Investment Advisors, Inc.\KS sold 9 Meta Platforms (Facebook) shares in Q3 2026, an estimated $5.62K.
  • Meta Platforms (Facebook) made up 0.4% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #37 holding.
  • Summit Investment Advisors, Inc.\KS first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 4 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.