Moss Adams Wealth Advisors
META icon

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

Moss Adams 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 		$6.41M Sell
8,838
-2,251
-20% -$1.4M 0.42% 22
2026
Q2 		$6.25M Sell
11,089
-252
-2% -$154K 0.39% 22
2026
Q1 		$6.49M Buy
11,341
+528
+5% +$338K 0.47% 21
2025
Q4 		$7.14M Buy
10,813
+710
+7% +$474K 0.52% 22
2025
Q3 		$7.42M Buy
10,103
+28
+0.3% +$20.8K 0.58% 20
2025
Q2 		$7.44M Buy
10,075
+495
+5% +$306K 0.68% 19
2025
Q1 		$5.52M Buy
9,580
+1,413
+17% +$912K 0.58% 19
2024
Q4 		$4.78M Buy
8,167
+408
+5% +$239K 0.51% 20
2024
Q3 		$4.44M Buy
7,759
+427
+6% +$220K 0.49% 20
2024
Q2 		$3.7M Buy
7,332
+779
+12% +$379K 0.51% 22
2024
Q1 		$3.18M Buy
6,553
+848
+15% +$378K 0.51% 23
2023
Q4 		$2.02M Sell
5,705
-143
-2% -$46.6K 0.42% 21
2023
Q3 		$1.76M Sell
5,848
-367
-6% -$111K 0.6% 17
2023
Q2 		$1.78M Sell
6,215
-12,228
-66% -$3.02M 0.58% 21
2023
Q1 		$3.91M Buy
18,443
+399
+2% +$68K 1.33% 10
2022
Q4 		$2.17M Buy
+18,044
New +$2.12M 1.09% 16

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 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

Moss Adams Wealth Advisors's META Position: Q3 2026 in Review

Moss Adams Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 20% in Q3 2026, selling an estimated $1.4M and leaving 8,838 shares worth $6.41M. The position accounts for 0.42% of the portfolio, ranked #22.

Moss Adams Wealth Advisors first reported a position in META in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.44M in Q2 2025. 4,097 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Moss Adams Wealth Advisors held 8,838 shares of Meta Platforms (Facebook) worth $6.41M as of Q3 2026.
  • Moss Adams Wealth Advisors sold 2,251 Meta Platforms (Facebook) shares in Q3 2026, an estimated $1.4M.
  • Meta Platforms (Facebook) made up 0.42% of Moss Adams Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Moss Adams Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 16 quarters since.
  • Moss Adams Wealth Advisors's Meta Platforms (Facebook) position peaked at $7.44M in Q2 2025.
  • 4,097 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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