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

Octavia 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
Q2 		$4.53M Buy
8,035
+933
+13% +$571K 0.39% 30
2026
Q1 		$4.06M Buy
7,102
+1,419
+25% +$909K 0.39% 31
2025
Q4 		$3.75M Buy
5,683
+860
+18% +$574K 0.36% 39
2025
Q3 		$3.54M Buy
4,823
+383
+9% +$285K 0.35% 38
2025
Q2 		$3.28M Sell
4,440
-164
-4% -$101K 0.37% 37
2025
Q1 		$2.65M Sell
4,604
-49
-1% -$31.6K 0.32% 37
2024
Q4 		$2.72M Buy
4,653
+29
+0.6% +$17K 0.33% 38
2024
Q3 		$2.65M Buy
4,624
+208
+5% +$107K 0.33% 38
2024
Q2 		$2.23M Buy
4,416
+462
+12% +$225K 0.3% 41
2024
Q1 		$1.92M Sell
3,954
-168
-4% -$74.9K 0.28% 44
2023
Q4 		$1.46M Sell
4,122
-126
-3% -$41K 0.26% 51
2023
Q3 		$1.28M Buy
4,248
+79
+2% +$23.8K 0.26% 51
2023
Q2 		$1.2M Sell
4,169
-132
-3% -$32.6K 0.24% 54
2023
Q1 		$912K Sell
4,301
-102
-2% -$17.4K 0.21% 62
2022
Q4 		$530K Sell
4,403
-123
-3% -$14.4K 0.13% 89
2022
Q3 		$614K Sell
4,526
-91
-2% -$14.7K 0.17% 75
2022
Q2 		$748K Sell
4,617
-105
-2% -$20.3K 0.2% 72
2022
Q1 		$1.05M Buy
4,722
+2,104
+80% +$526K 0.23% 63
2021
Q4 		$881K Sell
2,618
-1,289
-33% -$428K 0.19% 70
2021
Q3 		$1.33M Sell
3,907
-21
-0.5% -$7.56K 0.34% 52
2021
Q2 		$1.37M Buy
3,928
+163
+4% +$52.3K 0.36% 54
2021
Q1 		$1.11M Buy
3,765
+950
+34% +$256K 0.33% 61
2020
Q4 		$769K Buy
+2,815
New +$772K 0.25% 68

Other funds holding META

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Octavia Wealth Advisors's META Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 13% in Q2 2026, buying an estimated $571K and bringing the position to 8,035 shares worth $4.53M. The position accounts for 0.39% of the portfolio, ranked #30.

Octavia Wealth Advisors first reported a position in META in Q4 2020 and has held it in 23 quarters since. 874 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Octavia Wealth Advisors held 8,035 shares of Meta Platforms (Facebook) worth $4.53M as of Q2 2026.
  • Octavia Wealth Advisors bought 933 Meta Platforms (Facebook) shares in Q2 2026, an estimated $571K.
  • Meta Platforms (Facebook) made up 0.39% of Octavia Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Octavia Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • 874 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.