Back to META

Concurrent Investment Advisors, LLC → META

Concurrent Investment Advisors, LLC META Position History

Meta Platforms, Inc. • Technology

Quarters held
10
Latest value
$2.6M
Q3 2026
Peak value
$111.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$44.4M
Q3 2025$73K
Q4 2025$77.4M
Q4 2025$10.9M
Q1 2026$9.7M
Q1 2026$63.5M
Q2 2026$66.8M
Q2 2026$10.2M
Q3 2026$111.3M
Q3 2026$2.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.6M3.6K——
Q3 2026$111.3M153.5K——
Q2 2026$10.2M18.1K——
Q2 2026$66.8M118.5K——
Q1 2026$63.5M110.9K——
Q1 2026$9.7M17.0K——
Q4 2025$10.9M16.4K——
Q4 2025$77.4M117.2K——
Q3 2025$73K100——
Q3 2025$44.4M60.4K——

Other funds holding META

Other Concurrent Investment Advisors, LLC positions

AAPL

APPLE INC

$450.7M
NVDA

NVIDIA CORPORATION

$440.4M
VGES

VANGUARD INDEX FDS

$399.2M
MSFT

MICROSOFT CORP

$367.1M
VGES

VANGUARD INDEX FDS

$352.4M
ETHA

ISHARES TR

$294M
AAPL

APPLE INC

$286.1M
AAPL

APPLE INC

$253.4M