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

Portus 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 		$1.75M Buy
2,416
+136
+6% +$84.9K 1.44% 20
2026
Q2 		$1.28M Buy
2,280
+262
+13% +$160K 1.06% 29
2026
Q1 		$1.15M Buy
2,018
+224
+12% +$144K 1.09% 25
2025
Q4 		$1.18M Buy
1,794
+201
+13% +$134K 1.12% 28
2025
Q3 		$1.17M Buy
+1,593
New +$1.19M 1.17% 26

Other funds holding META

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

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

Portus Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 6% in Q3 2026, buying an estimated $84.9K and bringing the position to 2,416 shares worth $1.75M. The position accounts for 1.44% of the portfolio, ranked #20.

Portus Wealth Advisors first reported a position in META in Q3 2025 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Portus Wealth Advisors held 2,416 shares of Meta Platforms (Facebook) worth $1.75M as of Q3 2026.
  • Portus Wealth Advisors bought 136 Meta Platforms (Facebook) shares in Q3 2026, an estimated $84.9K.
  • Meta Platforms (Facebook) made up 1.44% of Portus Wealth Advisors's portfolio in Q3 2026, its #20 holding.
  • Portus Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 5 quarters since.
  • 391 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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