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Optimum Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Optimum Investment 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
2025
Q3 		$4.82M Hold
6,557
– – 1.91% 8
2025
Q2 		$4.84M Buy
6,557
+16
+0.2% +$9.89K 2.1% 7
2025
Q1 		$3.77M Sell
6,541
-280
-4% -$181K 1.77% 9
2024
Q4 		$3.99M Buy
6,821
+240
+4% +$141K 1.76% 9
2024
Q3 		$3.77M Sell
6,581
-4
-0.1% -$2.06K 1.63% 10
2024
Q2 		$3.32M Buy
6,585
+220
+3% +$107K 1.49% 11
2024
Q1 		$3.09M Sell
6,365
-6
-0.1% -$2.68K 1.42% 10
2023
Q4 		$2.26M Sell
6,371
-66
-1% -$21.5K 1.13% 13
2023
Q3 		$1.93M Hold
6,437
– – 0.99% 16
2023
Q2 		$1.85M Buy
6,437
+20
+0.3% +$4.93K 0.9% 19
2023
Q1 		$1.36M Sell
6,417
-695
-10% -$118K 0.71% 24
2022
Q4 		$856K Sell
7,112
-1,516
-18% -$178K 0.46% 55
2022
Q3 		$1.17M Sell
8,628
-170
-2% -$27.6K 0.63% 31
2022
Q2 		$1.42M Sell
8,798
-80
-0.9% -$15.4K 0.71% 29
2022
Q1 		$1.97M Buy
8,878
+560
+7% +$140K 0.83% 20
2021
Q4 		$2.8M Buy
8,318
+1
+0% +$332 1.09% 13
2021
Q3 		$2.82M Sell
8,317
-5,162
-38% -$1.86M 1.19% 11
2021
Q2 		$4.69M Sell
13,479
-3,707
-22% -$1.19M 1.46% 10
2021
Q1 		$5.06M Sell
17,186
-66
-0.4% -$17.8K 1.48% 9
2020
Q4 		$4.71M Sell
17,252
-39
-0.2% -$10.7K 1.43% 10
2020
Q3 		$4.53M Sell
17,291
-927
-5% -$239K 1.52% 9
2020
Q2 		$4.14M Sell
18,218
-1,426
-7% -$298K 1.44% 11
2020
Q1 		$3.28M Sell
19,644
-1,381
-7% -$270K 1.34% 13
2019
Q4 		$4.32M Sell
21,025
-1,200
-5% -$232K 1.28% 13
2019
Q3 		$3.96M Sell
22,225
-125
-0.6% -$23.8K 1.25% 14
2019
Q2 		$4.31M Sell
22,350
-600
-3% -$110K 1.4% 11
2019
Q1 		$3.83M Buy
22,950
+175
+0.8% +$27.8K 1.26% 11
2018
Q4 		$2.99M Sell
22,775
-3,215
-12% -$466K 1.03% 20
2018
Q3 		$4.27M Buy
25,990
+3,305
+15% +$598K 1.18% 13
2018
Q2 		$4.41M Buy
22,685
+635
+3% +$115K 1.27% 10
2018
Q1 		$3.52M Sell
22,050
-1,050
-5% -$189K 1.04% 17
2017
Q4 		$4.08M Buy
23,100
+490
+2% +$86.6K 1.3% 11
2017
Q3 		$3.86M Sell
22,610
-460
-2% -$76.8K 1.29% 13
2017
Q2 		$3.48M Buy
23,070
+1,471
+7% +$219K 1.21% 11
2017
Q1 		$3.07M Sell
21,599
-200
-0.9% -$26.7K 1.09% 18
2016
Q4 		$2.51M Buy
21,799
+1,626
+8% +$200K 0.94% 22
2016
Q3 		$2.59M Buy
20,173
+400
+2% +$49.7K 0.97% 21
2016
Q2 		$2.26M Buy
19,773
+910
+5% +$105K 0.88% 24
2016
Q1 		$2.15M Sell
18,863
-1,500
-7% -$158K 0.85% 24
2015
Q4 		$2.13M Buy
20,363
+8,728
+75% +$897K 0.82% 24
2015
Q3 		$1.05M Buy
+11,635
New +$1.07M 0.42% 67
2015
Q1 		$794K Buy
9,660
+450
+5% +$35.3K 0.25% 110
2014
Q4 		$719K Sell
9,210
-1,150
-11% -$87.9K 0.23% 116
2014
Q3 		$819K Buy
10,360
+1,000
+11% +$73.4K 0.27% 103
2014
Q2 		$630K Buy
9,360
+7,860
+524% +$483K 0.2% 130
2014
Q1 		$90K Buy
1,500
+300
+25% +$19K 0.03% 316
2013
Q4 		$66K Sell
1,200
-1,500
-56% -$75.3K 0.02% 353
2013
Q3 		$136K Buy
+2,700
New +$100K 0.06% 250

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Optimum Investment Advisors's META Position: Q3 2025 in Review

Optimum Investment Advisors held its Meta Platforms (Facebook) (META) position steady in Q3 2025 at 6,557 shares worth $4.82M. The position accounts for 1.91% of the portfolio, ranked #8.

Optimum Investment Advisors first reported a position in META in Q3 2013 and has held it in 48 quarters since. The position peaked at $5.06M in Q1 2021. 4,903 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Optimum Investment Advisors held 6,557 shares of Meta Platforms (Facebook) worth $4.82M as of Q3 2025.
  • Optimum Investment Advisors left its Meta Platforms (Facebook) share count unchanged in Q3 2025.
  • Meta Platforms (Facebook) made up 1.91% of Optimum Investment Advisors's portfolio in Q3 2025, its #8 holding.
  • Optimum Investment Advisors first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Meta Platforms (Facebook) position peaked at $5.06M in Q1 2021.
  • 4,903 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.