Wealth Alliance Advisory Group
META icon

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

Wealth Alliance 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 		$7M Buy
9,650
+1,591
+20% +$993K 0.98% 27
2026
Q2 		$4.54M Buy
8,059
+736
+10% +$450K 0.66% 37
2026
Q1 		$4.19M Buy
7,323
+1,147
+19% +$735K 0.66% 34
2025
Q4 		$4.08M Buy
6,176
+638
+12% +$426K 0.7% 32
2025
Q3 		$4.07M Sell
5,538
-62
-1% -$46.1K 0.73% 31
2025
Q2 		$4.13M Buy
5,600
+564
+11% +$349K 0.79% 29
2025
Q1 		$2.9M Buy
5,036
+102
+2% +$65.8K 0.6% 34
2024
Q4 		$2.89M Sell
4,934
-51
-1% -$29.9K 0.61% 37
2024
Q3 		$2.85M Buy
4,985
+297
+6% +$153K 0.6% 35
2024
Q2 		$2.36M Buy
4,688
+62
+1% +$30.1K 0.53% 36
2024
Q1 		$2.25M Sell
4,626
-276
-6% -$123K 0.52% 39
2023
Q4 		$1.74M Buy
4,902
+1,210
+33% +$394K 0.45% 44
2023
Q3 		$1.11M Sell
3,692
-378
-9% -$114K 0.33% 49
2023
Q2 		$1.17M Buy
4,070
+1,925
+90% +$475K 0.41% 44
2023
Q1 		$455K Sell
2,145
-664
-24% -$113K 0.17% 96
2022
Q4 		$338K Buy
2,809
+453
+19% +$53.2K 0.13% 104
2022
Q3 		$320K Sell
2,356
-202
-8% -$32.7K 0.14% 95
2022
Q2 		$412K Buy
2,558
+387
+18% +$74.7K 0.19% 81
2022
Q1 		$483K Buy
2,171
+509
+31% +$127K 0.21% 78
2021
Q4 		$559K Buy
1,662
+319
+24% +$106K 0.24% 72
2021
Q3 		$456K Buy
1,343
+4
+0.3% +$1.44K 0.22% 75
2021
Q2 		$466K Buy
1,339
+37
+3% +$11.9K 0.23% 74
2021
Q1 		$383K Buy
1,302
+144
+12% +$38.8K 0.2% 86
2020
Q4 		$316K Buy
1,158
+266
+30% +$72.9K 0.17% 95
2020
Q3 		$234K Sell
892
-28
-3% -$7.22K 0.14% 108
2020
Q2 		$209K Buy
+920
New +$192K 0.13% 111
2019
Q3 		– Sell
-1,330
Closed -$271K – 132
2019
Q2 		$271K Buy
+1,330
New +$243K 0.17% 98

Other funds holding META

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
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wealth Alliance Advisory Group's META Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its Meta Platforms (Facebook) (META) stake by 20% in Q3 2026, buying an estimated $993K and bringing the position to 9,650 shares worth $7M. The position accounts for 0.98% of the portfolio, ranked #27.

Wealth Alliance Advisory Group first reported a position in META in Q2 2019 and has held it in 27 quarters since. 3,124 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Wealth Alliance Advisory Group held 9,650 shares of Meta Platforms (Facebook) worth $7M as of Q3 2026.
  • Wealth Alliance Advisory Group bought 1,591 Meta Platforms (Facebook) shares in Q3 2026, an estimated $993K.
  • Meta Platforms (Facebook) made up 0.98% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #27 holding.
  • Wealth Alliance Advisory Group first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 27 quarters since.
  • 3,124 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.