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

Sage 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
2025
Q4 		$1.98M Buy
3,001
+324
+12% +$216K 1.31% 16
2025
Q3 		$1.97M Buy
2,677
+284
+12% +$211K 1.41% 15
2025
Q2 		$1.77M Sell
2,393
-39
-2% -$24.1K 1.26% 15
2025
Q1 		$1.4M Buy
2,432
+26
+1% +$16.8K 0.99% 18
2024
Q4 		$1.41M Buy
2,406
+303
+14% +$178K 1.05% 16
2024
Q3 		$1.2M Buy
2,103
+65
+3% +$33.4K 0.95% 15
2024
Q2 		$1.03M Buy
2,038
+186
+10% +$90.4K 0.84% 16
2024
Q1 		$899K Buy
1,852
+730
+65% +$326K 0.8% 17
2023
Q4 		$397K Buy
+1,122
New +$365K 0.39% 19

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Advisors's META Position: Q4 2025 in Review

Sage Advisors increased its Meta Platforms (Facebook) (META) stake by 12% in Q4 2025, buying an estimated $216K and bringing the position to 3,001 shares worth $1.98M. The position accounts for 1.31% of the portfolio, ranked #16.

Sage Advisors first reported a position in META in Q4 2023 and has held it in 9 quarters since. 5,139 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Sage Advisors held 3,001 shares of Meta Platforms (Facebook) worth $1.98M as of Q4 2025.
  • Sage Advisors bought 324 Meta Platforms (Facebook) shares in Q4 2025, an estimated $216K.
  • Meta Platforms (Facebook) made up 1.31% of Sage Advisors's portfolio in Q4 2025, its #16 holding.
  • Sage Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 9 quarters since.
  • 5,139 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.