Motive Wealth Advisors
META icon

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

Motive 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 		$1.84M Buy
2,533
+127
+5% +$79.3K 0.74% 26
2026
Q2 		$1.36M Sell
2,406
-60
-2% -$36.7K 0.56% 31
2026
Q1 		$1.41M Sell
2,466
-2
-0.1% -$1.28K 0.66% 27
2025
Q4 		$1.63M Sell
2,468
-30
-1% -$20K 0.69% 27
2025
Q3 		$1.83M Buy
2,498
+1
+0% +$744 0.79% 24
2025
Q2 		$1.84M Buy
2,497
+289
+13% +$179K 0.84% 23
2025
Q1 		$1.27M Sell
2,208
-99
-4% -$63.9K 0.68% 24
2024
Q4 		$1.35M Buy
2,307
+231
+11% +$136K 0.73% 26
2024
Q3 		$1.05M Hold
2,076
– – 0.63% 25
2024
Q2 		$1.05M Sell
2,076
-6
-0.3% -$2.92K 0.63% 25
2024
Q1 		$1.01M Buy
2,082
+754
+57% +$336K 0.61% 24
2023
Q4 		$470K Sell
1,328
-416
-24% -$135K 0.54% 23
2023
Q3 		$524K Sell
1,744
-47
-3% -$14.2K 0.57% 25
2023
Q2 		$514K Sell
1,791
-76
-4% -$18.8K 0.53% 26
2023
Q1 		$396K Buy
+1,867
New +$318K 0.43% 29
2022
Q4 		– Sell
-1,699
Closed -$231K – 62
2022
Q3 		$231K Buy
+1,699
New +$275K 0.19% 50

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

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

Motive Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 5.3% in Q3 2026, buying an estimated $79.3K and bringing the position to 2,533 shares worth $1.84M. The position accounts for 0.74% of the portfolio, ranked #26.

Motive Wealth Advisors first reported a position in META in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.84M in Q2 2025. 3,978 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Motive Wealth Advisors held 2,533 shares of Meta Platforms (Facebook) worth $1.84M as of Q3 2026.
  • Motive Wealth Advisors bought 127 Meta Platforms (Facebook) shares in Q3 2026, an estimated $79.3K.
  • Meta Platforms (Facebook) made up 0.74% of Motive Wealth Advisors's portfolio in Q3 2026, its #26 holding.
  • Motive Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2022 and has held it in 16 quarters since.
  • Motive Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.84M in Q2 2025.
  • 3,978 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Motive Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.