SIA
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Sage Investment Advisers’s Meta Platforms (Facebook) META Stock Holding History

Sage Investment Advisers’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
Q1 		– Sell
-477
Closed -$315K – 91
2025
Q4 		$315K Buy
+477
New +$319K 0.24% 69
2024
Q3 		– Sell
-516
Closed -$260K – 76
2024
Q2 		$260K Sell
516
-57
-10% -$27.7K 0.29% 55
2024
Q1 		$278K Sell
573
-31
-5% -$13.8K 0.32% 56
2023
Q4 		$214K Sell
604
-66
-10% -$21.5K 0.26% 62
2023
Q3 		$201K Buy
+670
New +$202K 0.28% 58

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sage Investment Advisers's META Position: Q1 2026 in Review

Sage Investment Advisers sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 477 shares — an estimated $315K sold.

Sage Investment Advisers first reported a position in META in Q3 2023 and held it in 5 quarters. The position peaked at $315K in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Sage Investment Advisers reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Sage Investment Advisers sold 477 Meta Platforms (Facebook) shares in Q1 2026, an estimated $315K.
  • Sage Investment Advisers first reported a position in Meta Platforms (Facebook) in Q3 2023 and held it in 5 quarters.
  • Sage Investment Advisers's Meta Platforms (Facebook) position peaked at $315K in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Sage Investment Advisers's 13F filing for Q1 2026, filed 10 Apr 2026.