Marotta Asset Management
META icon

Marotta Asset Management’s Meta Platforms (Facebook) META Stock Holding History

Marotta Asset Management’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 		– Sell
-2,556
Closed -$1.57M – 104
2026
Q2 		$1.57M Buy
2,556
+21
+0.8% +$12.8K 0.26% 50
2026
Q1 		$1.47M Hold
2,535
– – 0.27% 51
2025
Q4 		$1.67M Sell
2,535
-299
-11% -$200K 0.31% 51
2025
Q3 		$2.03M Hold
2,834
– – 0.38% 47
2025
Q2 		$2.09M Sell
2,834
-1,535
-35% -$949K 0.42% 46
2025
Q1 		$2.5M Hold
4,369
– – 0.49% 40
2024
Q4 		$2.62M Hold
4,369
– – 0.55% 40
2024
Q3 		$2.5M Sell
4,369
-30
-0.7% -$15.4K 0.49% 40
2024
Q2 		$2.22M Buy
4,399
+38
+0.9% +$18.5K 0.46% 44
2024
Q1 		$2.12M Sell
4,361
-125
-3% -$55.8K 0.44% 42
2023
Q4 		$1.59M Sell
4,486
-372
-8% -$121K 0.34% 47
2023
Q3 		$1.46M Sell
4,858
-11
-0.2% -$3.31K 0.34% 44
2023
Q2 		$1.4M Buy
+4,869
New +$1.2M 0.31% 45
2022
Q4 		$893K Buy
7,419
+379
+5% +$44.5K 0.21% 52
2022
Q3 		$901K Sell
7,040
-16
-0.2% -$2.59K 0.24% 48
2022
Q2 		$1.07M Buy
+7,056
New +$1.36M 0.26% 45

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Marotta Asset Management's META Position: Q3 2026 in Review

Marotta Asset Management sold out of Meta Platforms (Facebook) (META) in Q3 2026, closing a stake of 2,556 shares — an estimated $1.57M sold.

Marotta Asset Management first reported a position in META in Q2 2022 and held it in 16 quarters. The position peaked at $2.62M in Q4 2024. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Marotta Asset Management reported no remaining Meta Platforms (Facebook) position as of Q3 2026 after selling out during the quarter.
  • Marotta Asset Management sold 2,556 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.57M.
  • Marotta Asset Management first reported a position in Meta Platforms (Facebook) in Q2 2022 and held it in 16 quarters.
  • Marotta Asset Management's Meta Platforms (Facebook) position peaked at $2.62M in Q4 2024.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Marotta Asset Management's 13F filing for Q3 2026, filed 2 Oct 2026.