SAG
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SageView Advisory Group’s Meta Platforms (Facebook) META Stock Holding History

SageView Advisory Group’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 		$14.1M Sell
21,429
-2,449
-10% -$1.64M 0.48% 25
2025
Q3 		$17.5M Buy
23,878
+3,316
+16% +$2.47M 0.61% 20
2025
Q2 		$14.8M Buy
20,562
+1,025
+5% +$633K 0.56% 23
2025
Q1 		$11.3M Buy
19,537
+359
+2% +$232K 0.48% 26
2024
Q4 		$11.2M Buy
19,178
+2,310
+14% +$1.36M 0.48% 27
2024
Q3 		$9.66M Sell
16,868
-2,615
-13% -$1.35M 0.49% 30
2024
Q2 		$9.82M Sell
19,483
-7,977
-29% -$3.88M 0.46% 31
2024
Q1 		$3.71M Buy
27,460
+7,674
+39% +$3.42M 0.19% 68
2023
Q4 		$7.92M Buy
19,786
+5,668
+40% +$1.85M 0.34% 42
2023
Q3 		$4.24M Buy
14,118
+333
+2% +$100K 0.24% 61
2023
Q2 		$3.96M Buy
13,785
+1,402
+11% +$346K 0.22% 65
2023
Q1 		$2.62M Sell
12,383
-117
-0.9% -$19.9K 0.17% 93
2022
Q4 		$1.5M Buy
+12,500
New +$1.47M 0.12% 119

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

SageView Advisory Group's META Position: Q4 2025 in Review

SageView Advisory Group reduced its Meta Platforms (Facebook) (META) stake by 10% in Q4 2025, selling an estimated $1.64M and leaving 21,429 shares worth $14.1M. The position accounts for 0.48% of the portfolio, ranked #25.

SageView Advisory Group first reported a position in META in Q4 2022 and has held it in 13 quarters since. The position peaked at $17.5M in Q3 2025. 5,138 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • SageView Advisory Group held 21,429 shares of Meta Platforms (Facebook) worth $14.1M as of Q4 2025.
  • SageView Advisory Group sold 2,449 Meta Platforms (Facebook) shares in Q4 2025, an estimated $1.64M.
  • Meta Platforms (Facebook) made up 0.48% of SageView Advisory Group's portfolio in Q4 2025, its #25 holding.
  • SageView Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Meta Platforms (Facebook) position peaked at $17.5M in Q3 2025.
  • 5,138 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.