Regent Peak Wealth Advisors
META icon

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

Regent Peak 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 		$4.19M Buy
5,782
+296
+5% +$185K 0.73% 22
2026
Q2 		$3.09M Sell
5,486
-32
-0.6% -$19.6K 0.57% 27
2026
Q1 		$3.16M Buy
5,518
+177
+3% +$113K 0.64% 24
2025
Q4 		$3.53M Buy
5,341
+204
+4% +$136K 0.7% 23
2025
Q3 		$3.77M Buy
+5,137
New +$3.82M 0.76% 25
2025
Q1 		$2.78M Sell
4,825
-195
-4% -$126K 0.66% 23
2024
Q4 		$2.94M Buy
5,020
+277
+6% +$163K 0.66% 24
2024
Q3 		$2.72M Buy
4,743
+46
+1% +$23.7K 0.62% 30
2024
Q2 		$2.37M Buy
4,697
+129
+3% +$62.7K 0.54% 42
2024
Q1 		$2.22M Sell
4,568
-233
-5% -$104K 0.56% 42
2023
Q4 		$1.7M Buy
4,801
+100
+2% +$32.6K 0.46% 45
2023
Q3 		$1.41M Buy
4,701
+105
+2% +$31.6K 0.43% 52
2023
Q2 		$1.32M Buy
4,596
+273
+6% +$67.4K 0.38% 52
2023
Q1 		$916K Buy
4,323
+19
+0.4% +$3.24K 0.28% 55
2022
Q4 		$522K Buy
4,304
+868
+25% +$102K 0.17% 80
2022
Q3 		$466K Sell
3,436
-154
-4% -$25K 0.16% 81
2022
Q2 		$578K Sell
3,590
-562
-14% -$108K 0.19% 72
2022
Q1 		$923K Sell
4,152
-690
-14% -$172K 0.26% 56
2021
Q4 		$1.63M Buy
4,842
+183
+4% +$60.8K 0.44% 49
2021
Q3 		$1.58M Buy
4,659
+43
+0.9% +$15.5K 0.45% 48
2021
Q2 		$1.64M Buy
4,616
+318
+7% +$102K 0.46% 50
2021
Q1 		$1.26M Buy
4,298
+87
+2% +$23.4K 0.42% 50
2020
Q4 		$1.15M Buy
4,211
+683
+19% +$187K 0.38% 50
2020
Q3 		$924K Buy
3,528
+283
+9% +$73K 0.39% 52
2020
Q2 		$737K Buy
3,245
+234
+8% +$48.9K 0.33% 57
2020
Q1 		$502K Buy
3,011
+4
+0.1% +$783 0.28% 63
2019
Q4 		$617K Buy
+3,007
New +$582K 0.28% 65

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Regent Peak Wealth Advisors's META Position: Q3 2026 in Review

Regent Peak Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 5.4% in Q3 2026, buying an estimated $185K and bringing the position to 5,782 shares worth $4.19M. The position accounts for 0.73% of the portfolio, ranked #22.

Regent Peak Wealth Advisors first reported a position in META in Q4 2019 and has held it in 27 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Regent Peak Wealth Advisors held 5,782 shares of Meta Platforms (Facebook) worth $4.19M as of Q3 2026.
  • Regent Peak Wealth Advisors bought 296 Meta Platforms (Facebook) shares in Q3 2026, an estimated $185K.
  • Meta Platforms (Facebook) made up 0.73% of Regent Peak Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Regent Peak Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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