OIA
META icon

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
2019
Q1 		– Sell
-2,000
Closed -$5K – 1020
2018
Q4 		$5K Buy
+2,000
New +$290K ﹤0.01% 850
2018
Q2 		– Sell
-500
Closed -$7K – 1078
2018
Q1 		$7K Buy
+500
New +$89.8K ﹤0.01% 860

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.