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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
2022
Q1 		– Sell
-12,053
Closed -$4.05M – 782
2021
Q4 		$4.05M Buy
+12,053
New +$4M 0.26% 96

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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. 4,906 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.
  • 4,906 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.