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

Opal 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 		$1.64M Sell
2,259
-215
-9% -$134K 0.34% 32
2026
Q2 		$1.39M Buy
2,474
+38
+2% +$23.2K 0.3% 39
2026
Q1 		$1.39M Buy
2,436
+75
+3% +$48.1K 0.32% 29
2025
Q4 		$1.56M Sell
2,361
-202
-8% -$135K 0.41% 30
2025
Q3 		$1.88M Buy
2,563
+64
+3% +$47.6K 0.52% 26
2025
Q2 		$1.84M Buy
2,499
+70
+3% +$43.3K 0.51% 25
2025
Q1 		$1.4M Sell
2,429
-105
-4% -$67.7K 0.43% 26
2024
Q4 		$1.48M Buy
2,534
+130
+5% +$76.3K 0.45% 33
2024
Q3 		$1.38M Buy
2,404
+75
+3% +$38.6K 0.43% 35
2024
Q2 		$1.17M Sell
2,329
-20
-0.9% -$9.7K 0.38% 36
2024
Q1 		$1.14M Buy
2,349
+85
+4% +$37.9K 0.39% 36
2023
Q4 		$801K Buy
2,264
+165
+8% +$53.7K 0.32% 51
2023
Q3 		$630K Buy
2,099
+241
+13% +$72.6K 0.37% 44
2023
Q2 		$533K Sell
1,858
-402
-18% -$99.2K 0.27% 51
2023
Q1 		$479K Buy
+2,260
New +$385K 0.28% 43
2022
Q4 		– Sell
-2,463
Closed -$334K – 133
2022
Q3 		$334K Sell
2,463
-77
-3% -$12.5K 0.24% 56
2022
Q2 		$410K Sell
2,540
-173
-6% -$33.4K 0.27% 48
2022
Q1 		$603K Sell
2,713
-278
-9% -$69.5K 0.52% 26
2021
Q4 		$1.01M Buy
2,991
+945
+46% +$314K 0.64% 30
2021
Q3 		$694K Sell
2,046
-529
-21% -$191K 0.67% 24
2021
Q2 		$895K Buy
2,575
+181
+8% +$58.1K 0.83% 21
2021
Q1 		$705K Buy
2,394
+32
+1% +$8.62K 0.77% 22
2020
Q4 		$645K Buy
+2,362
New +$648K 0.81% 21

Other funds holding META

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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

Opal Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 8.7% in Q3 2026, selling an estimated $134K and leaving 2,259 shares worth $1.64M. The position accounts for 0.34% of the portfolio, ranked #32.

Opal Wealth Advisors first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q3 2025. 1,061 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Opal Wealth Advisors held 2,259 shares of Meta Platforms (Facebook) worth $1.64M as of Q3 2026.
  • Opal Wealth Advisors sold 215 Meta Platforms (Facebook) shares in Q3 2026, an estimated $134K.
  • Meta Platforms (Facebook) made up 0.34% of Opal Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • Opal Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.88M in Q3 2025.
  • 1,061 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.