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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$437K Sell
764
-3
-0.4% -$1.92K 0.22% 74
2025
Q4
$506K Sell
767
-47
-6% -$31.4K 0.27% 63
2025
Q3
$598K Sell
814
-11
-1% -$8.19K 0.34% 52
2025
Q2
$609K Sell
825
-59
-7% -$36.5K 0.39% 50
2025
Q1
$510K Buy
884
+75
+9% +$48.4K 0.33% 59
2024
Q4
$474K Sell
809
-27
-3% -$15.8K 0.31% 60
2024
Q3
$479K Sell
836
-38
-4% -$19.6K 0.31% 56
2024
Q2
$441K Sell
874
-150
-15% -$72.9K 0.31% 54
2024
Q1
$497K Hold
1,024
0.33% 46
2023
Q4
$362K Buy
1,024
+85
+9% +$27.7K 0.26% 62
2023
Q3
$282K Buy
939
+27
+3% +$8.13K 0.21% 75
2023
Q2
$262K Sell
912
-327
-26% -$80.7K 0.19% 75
2023
Q1
$263K Hold
1,239
0.17% 77
2022
Q4
$149K Hold
1,239
0.11% 93
2022
Q3
$168K Sell
1,239
-594
-32% -$96.3K 0.12% 95
2022
Q2
$296K Sell
1,833
-281
-13% -$54.2K 0.2% 73
2022
Q1
$470K Sell
2,114
-312
-13% -$78K 0.26% 54
2021
Q4
$816K Hold
2,426
0.47% 37
2021
Q3
$823K Buy
2,426
+129
+6% +$46.5K 0.5% 37
2021
Q2
$799K Sell
2,297
-252
-10% -$80.8K 0.46% 43
2021
Q1
$751K Buy
2,549
+639
+33% +$172K 0.53% 40
2020
Q4
$522K Hold
1,910
0.46% 35
2020
Q3
$500K Hold
1,910
0.47% 30
2020
Q2
$434K Buy
1,910
+69
+4% +$14.4K 0.43% 37
2020
Q1
$307K Sell
1,841
-719
-28% -$141K 0.21% 50
2019
Q4
$525K Sell
2,560
-3
-0.1% -$581 0.32% 46
2019
Q3
$454K Hold
2,563
0.21% 49
2019
Q2
$495K Hold
2,563
0.24% 51
2019
Q1
$427K Sell
2,563
-39
-1% -$6.2K 0.22% 49
2018
Q4
$341K Hold
2,602
0.21% 51
2018
Q3
$428K Buy
2,602
+56
+2% +$10.1K 0.24% 45
2018
Q2
$498K Hold
2,546
0.29% 41
2018
Q1
$405K Buy
2,546
+168
+7% +$30.2K 0.22% 42
2017
Q4
$561K Buy
2,378
+57
+2% +$10.1K 0.34% 32
2017
Q3
$397K Sell
2,321
-216
-9% -$36K 0.28% 33
2017
Q2
$383K Sell
2,537
-44
-2% -$6.54K 0.3% 39
2017
Q1
$367K Buy
+2,581
New +$345K 0.33% 36

Other funds holding META

Fortis Advisors's META Position: Q1 2026 in Review

Fortis Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.39% in Q1 2026, selling an estimated $1.92K and leaving 764 shares worth $437K. The position accounts for 0.22% of the portfolio, ranked #74.

Fortis Advisors first reported a position in META in Q1 2017 and has held it in 37 quarters since. The position peaked at $823K in Q3 2021. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Fortis Advisors held 764 shares of Meta Platforms (Facebook) worth $437K as of Q1 2026.
  • Fortis Advisors sold 3 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.92K.
  • Meta Platforms (Facebook) made up 0.22% of Fortis Advisors's portfolio in Q1 2026, its #74 holding.
  • Fortis Advisors first reported a position in Meta Platforms (Facebook) in Q1 2017 and has held it in 37 quarters since.
  • Fortis Advisors's Meta Platforms (Facebook) position peaked at $823K in Q3 2021.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.