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

New Wave 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	$2.86M	Buy	3,755 +338	+10%	+$211K	0.75%	34
2026 Q2	$1.92M	Sell	3,417 -411	-11%	-$251K	0.52%	47
2026 Q1	$2.19M	Sell	3,828 -359	-9%	-$230K	0.76%	34
2025 Q4	$2.76M	Sell	4,187 -627	-13%	-$419K	1.01%	26
2025 Q3	$3.54M	Buy	4,814 +337	+8%	+$251K	1.38%	20
2025 Q2	$3.3M	Sell	4,477 -992	-18%	-$613K	1.4%	19
2025 Q1	$3.15M	Buy	5,469 +2,348	+75%	+$1.51M	1.41%	22
2024 Q4	$1.83M	Sell	3,121 -715	-19%	-$420K	0.75%	32
2024 Q3	$2.2M	Sell	3,836 -57	-1%	-$29.3K	1.01%	27
2024 Q2	$1.96M	Buy	+3,893	New	+$1.89M	1.05%	25

Other funds holding META

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New Wave Wealth Advisors's META Position: Q3 2026 in Review

New Wave Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 9.9% in Q3 2026, buying an estimated $211K and bringing the position to 3,755 shares worth $2.86M. The position accounts for 0.75% of the portfolio, ranked #34.

New Wave Wealth Advisors first reported a position in META in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.54M in Q3 2025. 2,632 funds tracked by Wall St. Rank hold META as of Q3 2026.

New Wave Wealth Advisors held 3,755 shares of Meta Platforms (Facebook) worth $2.86M as of Q3 2026.
New Wave Wealth Advisors bought 338 Meta Platforms (Facebook) shares in Q3 2026, an estimated $211K.
Meta Platforms (Facebook) made up 0.75% of New Wave Wealth Advisors's portfolio in Q3 2026, its #34 holding.
New Wave Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 10 quarters since.
New Wave Wealth Advisors's Meta Platforms (Facebook) position peaked at $3.54M in Q3 2025.
2,632 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on New Wave Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.