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Financial Advocates Investment Management’s Meta Platforms (Facebook) META Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		$1.72M Sell
2,343
-4,699
-67% -$3.5M 0.97% 32
2025
Q2 		$5.2M Sell
7,042
-3,268
-32% -$2.02M 0.42% 45
2025
Q1 		$5.94M Hold
10,310
– – 0.42% 49
2024
Q4 		$6.04M Buy
10,310
+159
+2% +$93.3K 0.34% 63
2024
Q3 		$5.81M Buy
10,151
+107
+1% +$55.1K 0.33% 69
2024
Q2 		$5.06M Buy
10,044
+623
+7% +$303K 0.31% 72
2024
Q1 		$4.57M Buy
9,421
+67
+0.7% +$29.9K 0.26% 89
2023
Q4 		$3.31M Sell
9,354
-553
-6% -$180K 0.22% 113
2023
Q3 		$2.97M Buy
9,907
+270
+3% +$81.4K 0.21% 120
2023
Q2 		$2.77M Sell
9,637
-251
-3% -$61.9K 0.2% 125
2023
Q1 		$2.1M Sell
9,888
-1,034
-9% -$176K 0.15% 161
2022
Q4 		$1.31M Buy
10,922
+5,214
+91% +$612K 0.1% 232
2022
Q3 		$748K Sell
5,708
-5,551
-49% -$900K 0.06% 315
2022
Q2 		$1.81M Buy
11,259
+3,238
+40% +$625K 0.15% 168
2022
Q1 		$1.78M Buy
+8,021
New +$2M 0.12% 210
2021
Q4 		– Sell
-12,097
Closed -$4.02M – 788
2021
Q3 		$4.11M Buy
12,097
+775
+7% +$279K 0.28% 90
2021
Q2 		$3.94M Sell
11,322
-1,090
-9% -$350K 0.26% 88
2021
Q1 		$3.65M Sell
12,412
-1,043
-8% -$281K 0.26% 81
2020
Q4 		$3.67M Buy
13,455
+290
+2% +$79.5K 0.25% 91
2020
Q3 		$3.45M Sell
13,165
-1,573
-11% -$406K 0.29% 77
2020
Q2 		$3.35M Buy
14,738
+846
+6% +$177K 0.32% 80
2020
Q1 		$2.32M Sell
13,892
-1,269
-8% -$248K 0.33% 77
2019
Q4 		$3.11M Buy
15,161
+693
+5% +$134K 0.33% 78
2019
Q3 		$2.58M Buy
14,468
+54
+0.4% +$10.3K 0.29% 88
2019
Q2 		$2.78M Buy
14,414
+66
+0.5% +$12.1K 0.32% 77
2019
Q1 		$2.39M Sell
14,348
-891
-6% -$142K 0.3% 91
2018
Q4 		$2M Sell
15,239
-2,982
-16% -$432K 0.27% 101
2018
Q3 		$3M Buy
18,221
+1,879
+11% +$340K 0.33% 76
2018
Q2 		$3.22M Buy
+16,342
New +$2.95M 0.39% 70
2018
Q1 		– Sell
-11,743
Closed -$2.07M – 519
2017
Q4 		$2.07M Buy
+11,743
New +$2.08M 0.28% 84

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Financial Advocates Investment Management's META Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Meta Platforms (Facebook) (META) stake by 67% in Q3 2025, selling an estimated $3.5M and leaving 2,343 shares worth $1.72M. The position accounts for 0.97% of the portfolio, ranked #32.

Financial Advocates Investment Management first reported a position in META in Q4 2017 and has held it in 30 quarters since. The position peaked at $6.04M in Q4 2024. 4,903 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Financial Advocates Investment Management held 2,343 shares of Meta Platforms (Facebook) worth $1.72M as of Q3 2025.
  • Financial Advocates Investment Management sold 4,699 Meta Platforms (Facebook) shares in Q3 2025, an estimated $3.5M.
  • Meta Platforms (Facebook) made up 0.97% of Financial Advocates Investment Management's portfolio in Q3 2025, its #32 holding.
  • Financial Advocates Investment Management first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 30 quarters since.
  • Financial Advocates Investment Management's Meta Platforms (Facebook) position peaked at $6.04M in Q4 2024.
  • 4,903 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.