Optivise Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

Optivise Advisory Services’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	$1.42M	Buy	1,963 +185	+10%	+$115K	0.7%	33
2026 Q2	$1M	Buy	1,778 +23	+1%	+$14.1K	0.51%	53
2026 Q1	$1M	Sell	1,755 -373	-18%	-$239K	0.61%	43
2025 Q4	$1.4M	Buy	2,128 +191	+10%	+$128K	0.81%	35
2025 Q3	$1.42M	Buy	1,937 +297	+18%	+$221K	0.85%	30
2025 Q2	$1.21M	Buy	1,640 +143	+10%	+$88.4K	0.62%	41
2025 Q1	$863K	Sell	1,497 -239	-14%	-$154K	0.48%	51
2024 Q4	$1.02M	Buy	1,736 +700	+68%	+$411K	0.55%	49
2024 Q3	$593K	Sell	1,036 -209	-17%	-$108K	0.31%	67
2024 Q2	$628K	Buy	+1,245	New	+$605K	0.34%	70

Other funds holding META

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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Optivise Advisory Services's META Position: Q3 2026 in Review

Optivise Advisory Services increased its Meta Platforms (Facebook) (META) stake by 10% in Q3 2026, buying an estimated $115K and bringing the position to 1,963 shares worth $1.42M. The position accounts for 0.7% of the portfolio, ranked #33.

Optivise Advisory Services first reported a position in META in Q2 2024 and has held it in 10 quarters since. 1,724 funds tracked by Wall St. Rank hold META as of Q3 2026.

Optivise Advisory Services held 1,963 shares of Meta Platforms (Facebook) worth $1.42M as of Q3 2026.
Optivise Advisory Services bought 185 Meta Platforms (Facebook) shares in Q3 2026, an estimated $115K.
Meta Platforms (Facebook) made up 0.7% of Optivise Advisory Services's portfolio in Q3 2026, its #33 holding.
Optivise Advisory Services first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 10 quarters since.
1,724 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.