Sage Mountain Advisors
META icon

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

Sage Mountain 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 		$3.36M Sell
4,635
-1,398
-23% -$873K 0.2% 55
2026
Q2 		$3.4M Buy
6,033
+742
+14% +$454K 0.21% 53
2026
Q1 		$3.03M Sell
5,291
-14,522
-73% -$9.31M 0.21% 52
2025
Q4 		$13.1M Sell
19,813
-2,065
-9% -$1.38M 0.69% 24
2025
Q3 		$16.1M Buy
21,878
+2,816
+15% +$2.1M 0.92% 19
2025
Q2 		$14.1M Buy
19,062
+1,789
+10% +$1.11M 0.92% 20
2025
Q1 		$10M Buy
17,273
+182
+1% +$117K 0.73% 23
2024
Q4 		$10M Buy
17,091
+4,786
+39% +$2.81M 0.73% 25
2024
Q3 		$7.04M Buy
12,305
+1,898
+18% +$977K 0.6% 23
2024
Q2 		$5.25M Buy
10,407
+1,900
+22% +$924K 0.49% 28
2024
Q1 		$4.13M Sell
8,507
-36
-0.4% -$16.1K 0.43% 34
2023
Q4 		$3.02M Buy
8,543
+272
+3% +$88.6K 0.35% 43
2023
Q3 		$2.48M Buy
8,271
+601
+8% +$181K 0.34% 40
2023
Q2 		$2.2M Buy
7,670
+739
+11% +$182K 0.31% 46
2023
Q1 		$1.47M Buy
6,931
+3,598
+108% +$613K 0.24% 51
2022
Q4 		$401K Sell
3,333
-87
-3% -$10.2K 0.09% 84
2022
Q3 		$464K Sell
3,420
-876
-20% -$142K 0.12% 75
2022
Q2 		$693K Sell
4,296
-861
-17% -$166K 0.12% 152
2022
Q1 		$1.15M Buy
5,157
+397
+8% +$99.2K 0.18% 90
2021
Q4 		$1.6M Buy
4,760
+714
+18% +$237K 0.19% 78
2021
Q3 		$1.37M Buy
4,046
+113
+3% +$40.7K 0.2% 90
2021
Q2 		$1.37M Buy
3,933
+652
+20% +$209K 0.23% 74
2021
Q1 		$966K Buy
3,281
+1,030
+46% +$277K 0.21% 81
2020
Q4 		$615K Buy
+2,251
New +$617K 0.2% 76

Other funds holding META

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sage Mountain Advisors's META Position: Q3 2026 in Review

Sage Mountain Advisors reduced its Meta Platforms (Facebook) (META) stake by 23% in Q3 2026, selling an estimated $873K and leaving 4,635 shares worth $3.36M. The position accounts for 0.2% of the portfolio, ranked #55.

Sage Mountain Advisors first reported a position in META in Q4 2020 and has held it in 24 quarters since. The position peaked at $16.1M in Q3 2025. 3,565 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Sage Mountain Advisors held 4,635 shares of Meta Platforms (Facebook) worth $3.36M as of Q3 2026.
  • Sage Mountain Advisors sold 1,398 Meta Platforms (Facebook) shares in Q3 2026, an estimated $873K.
  • Meta Platforms (Facebook) made up 0.2% of Sage Mountain Advisors's portfolio in Q3 2026, its #55 holding.
  • Sage Mountain Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 24 quarters since.
  • Sage Mountain Advisors's Meta Platforms (Facebook) position peaked at $16.1M in Q3 2025.
  • 3,565 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.