Invera Wealth Advisors
META icon

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

Invera 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 		$1.72M Buy
2,376
+31
+1% +$19.3K 0.89% 31
2026
Q2 		$1.32M Sell
2,345
-22
-0.9% -$13.5K 0.71% 38
2026
Q1 		$1.35M Sell
2,367
-25
-1% -$16K 0.87% 38
2025
Q4 		$1.58M Sell
2,392
-178
-7% -$119K 1% 31
2025
Q3 		$1.89M Sell
2,570
-34
-1% -$25.3K 1.16% 26
2025
Q2 		$1.92M Sell
2,604
-16
-0.6% -$9.9K 1.25% 28
2025
Q1 		$1.51M Sell
2,620
-312
-11% -$201K 0.98% 34
2024
Q4 		$1.87M Sell
2,932
-296
-9% -$174K 1.85% 20
2024
Q3 		$1.91M Sell
3,228
-228
-7% -$117K 1.9% 19
2024
Q2 		$1.77M Sell
3,456
-293
-8% -$142K 1.82% 19
2024
Q1 		$1.88M Buy
3,749
+144
+4% +$64.2K 1.6% 21
2023
Q4 		$1.28M Buy
+3,605
New +$1.17M 0.8% 40

Other funds holding META

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Invera Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 1.3% in Q3 2026, buying an estimated $19.3K and bringing the position to 2,376 shares worth $1.72M. The position accounts for 0.89% of the portfolio, ranked #31.

Invera Wealth Advisors first reported a position in META in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.92M in Q2 2025. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Invera Wealth Advisors held 2,376 shares of Meta Platforms (Facebook) worth $1.72M as of Q3 2026.
  • Invera Wealth Advisors bought 31 Meta Platforms (Facebook) shares in Q3 2026, an estimated $19.3K.
  • Meta Platforms (Facebook) made up 0.89% of Invera Wealth Advisors's portfolio in Q3 2026, its #31 holding.
  • Invera Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • Invera Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.92M in Q2 2025.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Invera Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.