Peterson Wealth Advisors
META icon

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

Peterson 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 		$739K Buy
1,020
+30
+3% +$18.7K 0.09% 51
2026
Q2 		$558K Sell
990
-15
-1% -$9.17K 0.07% 64
2026
Q1 		$575K Buy
1,005
+10
+1% +$6.41K 0.08% 58
2025
Q4 		$657K Sell
995
-56
-5% -$37.4K 0.09% 56
2025
Q3 		$750K Buy
1,051
+40
+4% +$29.8K 0.11% 51
2025
Q2 		$746K Hold
1,011
– – 0.12% 50
2025
Q1 		$522K Sell
1,011
-399
-28% -$257K 0.1% 56
2024
Q4 		$853K Sell
1,410
-42
-3% -$24.7K 0.15% 37
2024
Q3 		$831K Sell
1,452
-2
-0.1% -$1.03K 0.16% 36
2024
Q2 		$733K Sell
1,454
-3
-0.2% -$1.46K 0.15% 35
2024
Q1 		$708K Sell
1,457
-11
-0.7% -$4.91K 0.15% 37
2023
Q4 		$520K Buy
1,468
+28
+2% +$9.12K 0.12% 44
2023
Q3 		$432K Hold
1,440
– – 0.12% 43
2023
Q2 		$412K Buy
+1,440
New +$355K 0.11% 45
2022
Q4 		– Sell
-1,607
Closed -$218K – 66
2022
Q3 		$218K Buy
1,607
+15
+0.9% +$2.43K 0.07% 53
2022
Q2 		$257K Buy
1,592
+10
+0.6% +$1.93K 0.08% 49
2022
Q1 		$352K Buy
1,582
+687
+77% +$172K 0.1% 47
2021
Q4 		$301K Buy
895
+100
+13% +$33.2K 0.09% 50
2021
Q3 		$270K Hold
795
– – 0.09% 47
2021
Q2 		$276K Buy
795
+70
+10% +$22.5K 0.1% 47
2021
Q1 		$214K Buy
+725
New +$195K 0.09% 49

Other funds holding META

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Peterson Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 3% in Q3 2026, buying an estimated $18.7K and bringing the position to 1,020 shares worth $739K. The position accounts for 0.09% of the portfolio, ranked #51.

Peterson Wealth Advisors first reported a position in META in Q1 2021 and has held it in 21 quarters since. The position peaked at $853K in Q4 2024. 2,875 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Peterson Wealth Advisors held 1,020 shares of Meta Platforms (Facebook) worth $739K as of Q3 2026.
  • Peterson Wealth Advisors bought 30 Meta Platforms (Facebook) shares in Q3 2026, an estimated $18.7K.
  • Meta Platforms (Facebook) made up 0.09% of Peterson Wealth Advisors's portfolio in Q3 2026, its #51 holding.
  • Peterson Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and has held it in 21 quarters since.
  • Peterson Wealth Advisors's Meta Platforms (Facebook) position peaked at $853K in Q4 2024.
  • 2,875 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Peterson Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.