FOCUS Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

FOCUS Wealth 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	$334K	Hold	460	–	–	0.16%	54
2026 Q2	$259K	Hold	460	–	–	0.12%	56
2026 Q1	$263K	Buy	460 +1	+0.2%	+$641	0.13%	55
2025 Q4	$303K	Hold	459	–	–	0.14%	54
2025 Q3	$337K	Sell	459 -127	-22%	-$94.5K	0.16%	52
2025 Q2	$433K	Hold	586	–	–	0.22%	47
2025 Q1	$338K	Hold	586	–	–	0.19%	48
2024 Q4	$343K	Hold	586	–	–	0.18%	50
2024 Q3	$335K	Hold	586	–	–	0.17%	49
2024 Q2	$295K	Buy	586 +127	+28%	+$61.7K	0.15%	51
2024 Q1	$223K	Buy	+459	New	+$205K	0.12%	56

Other funds holding META

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 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

FOCUS Wealth Advisors's META Position: Q3 2026 in Review

FOCUS Wealth Advisors held its Meta Platforms (Facebook) (META) position steady in Q3 2026 at 460 shares worth $334K. The position accounts for 0.16% of the portfolio, ranked #54.

FOCUS Wealth Advisors first reported a position in META in Q1 2024 and has held it in 11 quarters since. The position peaked at $433K in Q2 2025. 625 funds tracked by Wall St. Rank hold META as of Q3 2026.

FOCUS Wealth Advisors held 460 shares of Meta Platforms (Facebook) worth $334K as of Q3 2026.
FOCUS Wealth Advisors left its Meta Platforms (Facebook) share count unchanged in Q3 2026.
Meta Platforms (Facebook) made up 0.16% of FOCUS Wealth Advisors's portfolio in Q3 2026, its #54 holding.
FOCUS Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 11 quarters since.
FOCUS Wealth Advisors's Meta Platforms (Facebook) position peaked at $433K in Q2 2025.
625 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.