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

Prevail Innovative 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	$6.38M	Buy	8,846 +7,919	+854%	+$4.94M	0.82%	42
2026 Q2	$522K	Buy	927 +541	+140%	+$331K	0.08%	128
2026 Q1	$221K	Sell	386 -10,208	-96%	-$6.54M	0.04%	169
2025 Q4	$6.99M	Buy	10,594 +6,179	+140%	+$4.13M	1.25%	14
2025 Q3	$3.24M	Sell	4,415 -1,804	-29%	-$1.34M	0.63%	51
2025 Q2	$4.59M	Buy	6,219 +941	+18%	+$581K	1.03%	28
2025 Q1	$3.04M	Sell	5,278 -1,322	-20%	-$853K	0.81%	37
2024 Q4	$3.86M	Buy	+6,600	New	+$3.87M	1.12%	25

Other funds holding META

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Prevail Innovative Wealth Advisors's META Position: Q3 2026 in Review

Prevail Innovative Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 854% in Q3 2026, buying an estimated $4.94M and bringing the position to 8,846 shares worth $6.38M. The position accounts for 0.82% of the portfolio, ranked #42.

Prevail Innovative Wealth Advisors first reported a position in META in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.99M in Q4 2025. 4,044 funds tracked by Wall St. Rank hold META as of Q3 2026.

Prevail Innovative Wealth Advisors held 8,846 shares of Meta Platforms (Facebook) worth $6.38M as of Q3 2026.
Prevail Innovative Wealth Advisors bought 7,919 Meta Platforms (Facebook) shares in Q3 2026, an estimated $4.94M.
Meta Platforms (Facebook) made up 0.82% of Prevail Innovative Wealth Advisors's portfolio in Q3 2026, its #42 holding.
Prevail Innovative Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 8 quarters since.
Prevail Innovative Wealth Advisors's Meta Platforms (Facebook) position peaked at $6.99M in Q4 2025.
4,044 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.