GA
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GoalVest Advisory’s Meta Platforms (Facebook) META Stock Holding History

GoalVest Advisory’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 		$4.7M Buy
60,671
+56,502
+1,355% +$35.3M 0.81% 19
2026
Q2 		$2.35M Buy
4,169
+546
+15% +$334K 0.44% 35
2026
Q1 		$2.07M Buy
3,623
+1,464
+68% +$938K 0.4% 38
2025
Q4 		$1.43M Buy
2,159
+1,634
+311% +$1.09M 0.27% 58
2025
Q3 		$386K Buy
525
+8
+2% +$5.95K 0.08% 106
2025
Q2 		$382K Buy
517
+136
+36% +$84K 0.09% 95
2025
Q1 		$220K Buy
381
+179
+89% +$115K 0.06% 111
2024
Q4 		$118K Sell
202
-151
-43% -$88.6K 0.03% 140
2024
Q3 		$202K Buy
353
+71
+25% +$36.5K 0.06% 104
2024
Q2 		$142K Sell
282
-5
-2% -$2.43K 0.05% 120
2024
Q1 		$139K Buy
287
+4
+1% +$1.78K 0.05% 134
2023
Q4 		$100K Buy
283
+150
+113% +$48.8K 0.04% 92
2023
Q3 		$39.9K Hold
133
– – 0.02% 157
2023
Q2 		$38.2K Sell
133
-1,000
-88% -$247K 0.02% 158
2023
Q1 		$240K Sell
1,133
-208
-16% -$35.4K 0.14% 63
2022
Q4 		$161K Buy
1,341
+1,000
+293% +$117K 0.1% 81
2022
Q3 		$46K Sell
341
-6,364
-95% -$1.03M 0.03% 114
2022
Q2 		$1.13M Buy
6,705
+49
+0.7% +$9.45K 0.71% 39
2022
Q1 		$1.48M Buy
+6,656
New +$1.66M 0.83% 36
2021
Q2 		$2.04M Sell
5,878
-223
-4% -$71.5K 1.27% 22
2021
Q1 		$1.8M Buy
6,101
+85
+1% +$22.9K 1.34% 19
2020
Q4 		$1.64M Buy
+6,016
New +$1.65M 1.38% 19

Other funds holding META

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

GoalVest Advisory's META Position: Q3 2026 in Review

GoalVest Advisory increased its Meta Platforms (Facebook) (META) stake by 1,355% in Q3 2026, buying an estimated $35.3M and bringing the position to 60,671 shares worth $4.7M. The position accounts for 0.81% of the portfolio, ranked #19.

GoalVest Advisory first reported a position in META in Q4 2020 and has held it in 22 quarters since. 1,153 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • GoalVest Advisory held 60,671 shares of Meta Platforms (Facebook) worth $4.7M as of Q3 2026.
  • GoalVest Advisory bought 56,502 Meta Platforms (Facebook) shares in Q3 2026, an estimated $35.3M.
  • Meta Platforms (Facebook) made up 0.81% of GoalVest Advisory's portfolio in Q3 2026, its #19 holding.
  • GoalVest Advisory first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • 1,153 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.