Rise Advisors
META icon

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

Rise 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 		$1.19M Buy
1,637
+113
+7% +$70.5K 0.33% 29
2026
Q2 		$858K Sell
1,524
-23
-1% -$14.1K 0.24% 36
2026
Q1 		$896K Buy
1,547
+5
+0.3% +$3.2K 0.32% 29
2025
Q4 		$1.02M Sell
1,542
-121
-7% -$80.8K 0.36% 26
2025
Q3 		$1.22M Buy
1,663
+89
+6% +$66.2K 0.44% 22
2025
Q2 		$1.16M Buy
1,574
+35
+2% +$21.6K 0.46% 21
2025
Q1 		$887K Buy
1,539
+175
+13% +$113K 0.39% 22
2024
Q4 		$799K Sell
1,364
-8
-0.6% -$4.7K 0.38% 24
2024
Q3 		$785K Buy
1,372
+35
+3% +$18K 0.38% 23
2024
Q2 		$674K Sell
1,337
-4
-0.3% -$1.94K 0.36% 24
2024
Q1 		$651K Buy
1,341
+1,105
+468% +$493K 0.35% 25
2023
Q4 		$83.5K Hold
236
– – 0.06% 115
2023
Q3 		$70.8K Buy
236
+107
+83% +$32.2K 0.06% 113
2023
Q2 		$37K Sell
129
-8
-6% -$1.97K 0.03% 178
2023
Q1 		$29K Buy
137
+51
+59% +$8.68K 0.02% 211
2022
Q4 		$10.3K Buy
86
+9
+12% +$1.06K 0.01% 350
2022
Q3 		$10K Buy
77
+3
+4% +$486 0.01% 340
2022
Q2 		$12K Sell
74
-8
-10% -$1.54K 0.01% 313
2022
Q1 		$18K Hold
82
– – 0.02% 255
2021
Q4 		$27.6K Buy
+82
New +$27.2K 0.03% 206

Other funds holding META

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Rise Advisors's META Position: Q3 2026 in Review

Rise Advisors increased its Meta Platforms (Facebook) (META) stake by 7.4% in Q3 2026, buying an estimated $70.5K and bringing the position to 1,637 shares worth $1.19M. The position accounts for 0.33% of the portfolio, ranked #29.

Rise Advisors first reported a position in META in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.22M in Q3 2025. 1,389 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Rise Advisors held 1,637 shares of Meta Platforms (Facebook) worth $1.19M as of Q3 2026.
  • Rise Advisors bought 113 Meta Platforms (Facebook) shares in Q3 2026, an estimated $70.5K.
  • Meta Platforms (Facebook) made up 0.33% of Rise Advisors's portfolio in Q3 2026, its #29 holding.
  • Rise Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's Meta Platforms (Facebook) position peaked at $1.22M in Q3 2025.
  • 1,389 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.