Legacy Edge Advisors
META icon

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

Legacy Edge 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 Sell
2,376
-28
-1% -$17.5K 0.15% 80
2026
Q2 		$1.35M Buy
2,404
+64
+3% +$39.1K 0.12% 90
2026
Q1 		$1.34M Sell
2,340
-30
-1% -$19.2K 0.14% 82
2025
Q4 		$1.56M Buy
2,370
+587
+33% +$392K 0.17% 70
2025
Q3 		$1.31M Sell
1,783
-33
-2% -$24.6K 0.15% 80
2025
Q2 		$1.34M Buy
1,816
+138
+8% +$85.3K 0.18% 68
2025
Q1 		$967K Buy
1,678
+22
+1% +$14.2K 0.15% 75
2024
Q4 		$979K Buy
1,656
+122
+8% +$71.6K 0.16% 73
2024
Q3 		$878K Buy
1,534
+357
+30% +$184K 0.14% 80
2024
Q2 		$593K Buy
1,177
+372
+46% +$181K 0.11% 95
2024
Q1 		$391K Buy
805
+95
+13% +$42.4K 0.08% 111
2023
Q4 		$251K Buy
+710
New +$231K 0.06% 137

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Legacy Edge Advisors's META Position: Q3 2026 in Review

Legacy Edge Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q3 2026, selling an estimated $17.5K and leaving 2,376 shares worth $1.72M. The position accounts for 0.15% of the portfolio, ranked #80.

Legacy Edge Advisors first reported a position in META in Q4 2023 and has held it in 12 quarters since. 3,662 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Legacy Edge Advisors held 2,376 shares of Meta Platforms (Facebook) worth $1.72M as of Q3 2026.
  • Legacy Edge Advisors sold 28 Meta Platforms (Facebook) shares in Q3 2026, an estimated $17.5K.
  • Meta Platforms (Facebook) made up 0.15% of Legacy Edge Advisors's portfolio in Q3 2026, its #80 holding.
  • Legacy Edge Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 12 quarters since.
  • 3,662 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.