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

VisionPoint 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
2026 Q3	$3.02M	Sell	4,164 -745	-15%	-$465K	0.47%	54
2026 Q2	$2.77M	Buy	4,909 +684	+16%	+$418K	0.45%	55
2026 Q1	$2.42M	Buy	4,225 +171	+4%	+$110K	0.46%	55
2025 Q4	$2.68M	Buy	4,054 +424	+12%	+$283K	0.52%	52
2025 Q3	$2.67M	Buy	3,630 +355	+11%	+$264K	0.53%	46
2025 Q2	$2.42M	Buy	3,275 +2,544	+348%	+$1.57M	0.53%	53
2025 Q1	$421K	Buy	731 +181	+33%	+$117K	0.14%	127
2024 Q4	$330K	Sell	550 -285	-34%	-$167K	0.11%	136
2024 Q3	$478K	Sell	835 -510	-38%	-$262K	0.16%	114
2024 Q2	$678K	Buy	1,345 +97	+8%	+$47.2K	0.24%	92
2024 Q1	$606K	Buy	1,248 +232	+23%	+$103K	0.22%	105
2023 Q4	$360K	Sell	1,016 -1,269	-56%	-$413K	0.13%	117
2023 Q3	$686K	Sell	2,285 -410	-15%	-$124K	0.29%	74
2023 Q2	$773K	Buy	2,695 +668	+33%	+$165K	0.32%	77
2023 Q1	$473K	Buy	2,027 +699	+53%	+$119K	0.21%	84
2022 Q4	$238K	Buy	+1,328	New	+$156K	0.1%	122
2022 Q2	–	Sell	-1,176	Closed	-$225K	–	115
2022 Q1	$225K	Sell	1,176 -52	-4%	-$13K	0.1%	81
2021 Q4	$291K	Sell	1,228 -2,767	-69%	-$919K	0.13%	82
2021 Q3	$1.36M	Sell	3,995 -677	-14%	-$244K	0.61%	39
2021 Q2	$1.63M	Sell	4,672 -1,251	-21%	-$401K	0.72%	40
2021 Q1	$1.75M	Sell	5,923 -1,692	-22%	-$456K	0.84%	43
2020 Q4	$2.08M	Sell	7,615 -4,291	-36%	-$1.18M	1.05%	20
2020 Q3	$3.12M	Sell	11,906 -3,087	-21%	-$796K	1.35%	12
2020 Q2	$3.46M	Sell	14,993 -198	-1%	-$41.3K	1.4%	12
2020 Q1	$2.53M	Buy	15,191 +12,961	+581%	+$2.54M	1.19%	19
2019 Q4	$458K	Sell	2,230 -10,617	-83%	-$2.06M	0.19%	70
2019 Q3	$2.32M	Buy	12,847 +800	+7%	+$152K	0.64%	27
2019 Q2	$2.33M	Buy	12,047 +40	+0.3%	+$7.31K	0.67%	23
2019 Q1	$2M	Buy	12,007 +607	+5%	+$96.5K	0.56%	31
2018 Q4	$1.49M	Buy	+11,400	New	+$1.65M	0.48%	37

Other funds holding META

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

VisionPoint Advisory Group's META Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Meta Platforms (Facebook) (META) stake by 15% in Q3 2026, selling an estimated $465K and leaving 4,164 shares worth $3.02M. The position accounts for 0.47% of the portfolio, ranked #54.

VisionPoint Advisory Group first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.46M in Q2 2020. 267 funds tracked by Wall St. Rank hold META as of Q3 2026.

VisionPoint Advisory Group held 4,164 shares of Meta Platforms (Facebook) worth $3.02M as of Q3 2026.
VisionPoint Advisory Group sold 745 Meta Platforms (Facebook) shares in Q3 2026, an estimated $465K.
Meta Platforms (Facebook) made up 0.47% of VisionPoint Advisory Group's portfolio in Q3 2026, its #54 holding.
VisionPoint Advisory Group first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
VisionPoint Advisory Group's Meta Platforms (Facebook) position peaked at $3.46M in Q2 2020.
267 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.