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

Strata Wealth 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 		$698K Buy
962
+175
+22% +$109K 0.16% 52
2026
Q2 		$443K Buy
787
+184
+31% +$113K 0.11% 59
2026
Q1 		$345K Sell
603
-18
-3% -$11.5K 0.09% 63
2025
Q4 		$410K Buy
621
+46
+8% +$30.7K 0.11% 56
2025
Q3 		$422K Buy
575
+5
+0.9% +$3.72K 0.11% 64
2025
Q2 		$421K Buy
570
+19
+3% +$11.7K 0.12% 53
2025
Q1 		$318K Sell
551
-196
-26% -$126K 0.1% 61
2024
Q4 		$437K Sell
747
-35
-4% -$20.5K 0.14% 53
2024
Q3 		$448K Buy
782
+77
+11% +$39.6K 0.14% 51
2024
Q2 		$355K Buy
705
+76
+12% +$36.9K 0.12% 53
2024
Q1 		$305K Buy
+629
New +$281K 0.11% 61
2023
Q1 		$647K Sell
3,055
-394
-11% -$67.1K 0.33% 27
2022
Q4 		$415K Buy
+3,449
New +$405K 0.23% 35

Other funds holding META

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Strata Wealth Advisors's META Position: Q3 2026 in Review

Strata Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 22% in Q3 2026, buying an estimated $109K and bringing the position to 962 shares worth $698K. The position accounts for 0.16% of the portfolio, ranked #52.

Strata Wealth Advisors first reported a position in META in Q4 2022 and has held it in 13 quarters since. 1,108 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Strata Wealth Advisors held 962 shares of Meta Platforms (Facebook) worth $698K as of Q3 2026.
  • Strata Wealth Advisors bought 175 Meta Platforms (Facebook) shares in Q3 2026, an estimated $109K.
  • Meta Platforms (Facebook) made up 0.16% of Strata Wealth Advisors's portfolio in Q3 2026, its #52 holding.
  • Strata Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 13 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

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