AWM
META icon

Aprio Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Aprio Wealth Management’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
Q2 		$5.36M Buy
9,511
+29
+0.3% +$17.7K 0.26% 79
2026
Q1 		$5.42M Buy
9,482
+107
+1% +$68.6K 0.3% 72
2025
Q4 		$6.19M Buy
9,375
+3,335
+55% +$2.23M 0.36% 60
2025
Q3 		$4.44M Buy
6,040
+603
+11% +$449K 0.44% 44
2025
Q2 		$4.01M Buy
5,437
+692
+15% +$428K 0.45% 42
2025
Q1 		$2.73M Buy
4,745
+680
+17% +$439K 0.34% 54
2024
Q4 		$2.38M Buy
4,065
+1,245
+44% +$731K 0.35% 49
2024
Q3 		$1.61M Buy
2,820
+65
+2% +$33.4K 0.26% 55
2024
Q2 		$1.39M Sell
2,755
-90
-3% -$43.7K 0.25% 53
2024
Q1 		$1.38M Buy
2,845
+643
+29% +$287K 0.27% 43
2023
Q4 		$779K Buy
2,202
+547
+33% +$178K 0.17% 69
2023
Q3 		$497K Buy
1,655
+426
+35% +$128K 0.14% 84
2023
Q2 		$353K Sell
1,229
-61
-5% -$15.1K 0.1% 95
2023
Q1 		$273K Buy
+1,290
New +$220K 0.08% 107
2022
Q1 		– Sell
-640
Closed -$215K – 90
2021
Q4 		$215K Hold
640
– – 0.09% 68
2021
Q3 		$217K Buy
640
+35
+6% +$12.6K 0.1% 65
2021
Q2 		$210K Buy
+605
New +$194K 0.1% 63

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aprio Wealth Management's META Position: Q2 2026 in Review

Aprio Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.31% in Q2 2026, buying an estimated $17.7K and bringing the position to 9,511 shares worth $5.36M. The position accounts for 0.26% of the portfolio, ranked #79.

Aprio Wealth Management first reported a position in META in Q2 2021 and has held it in 17 quarters since. The position peaked at $6.19M in Q4 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Aprio Wealth Management held 9,511 shares of Meta Platforms (Facebook) worth $5.36M as of Q2 2026.
  • Aprio Wealth Management bought 29 Meta Platforms (Facebook) shares in Q2 2026, an estimated $17.7K.
  • Meta Platforms (Facebook) made up 0.26% of Aprio Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Aprio Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 17 quarters since.
  • Aprio Wealth Management's Meta Platforms (Facebook) position peaked at $6.19M in Q4 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.