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

Archvest 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 Q1	$859K	Buy	1,501 +151	+11%	+$96.8K	0.55%	28
2025 Q4	$891K	Buy	1,350 +103	+8%	+$68.8K	0.57%	29
2025 Q3	$916K	Buy	+1,247	New	+$928K	0.81%	28
2025 Q2	–	Sell	-1,163	Closed	-$670K	–	66
2025 Q1	$670K	Sell	1,163 -291	-20%	-$188K	0.55%	36
2024 Q4	$852K	Sell	1,454 -15,718	-92%	-$9.23M	0.62%	31
2024 Q3	$6.53K	Buy	17,172 +15,653	+1,030%	+$8.05M	﹤0.01%	73
2024 Q2	$767K	Buy	1,519 +470	+45%	+$228K	0.51%	34
2024 Q1	$515K	Sell	1,049 -205	-16%	-$91.4K	0.36%	39
2023 Q4	$444K	Sell	1,254 -5	-0.4%	-$1.63K	0.33%	39
2023 Q3	$378K	Buy	1,259 +20	+2%	+$6.03K	0.31%	38
2023 Q2	$356K	Hold	1,239	–	–	0.29%	39
2023 Q1	$263K	Buy	+1,239	New	+$211K	0.23%	40
2022 Q1	–	Sell	-873	Closed	-$294K	–	43
2021 Q4	$294K	Buy	+873	New	+$290K	0.25%	38

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Archvest Wealth Advisors's META Position: Q1 2026 in Review

Archvest Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 11% in Q1 2026, buying an estimated $96.8K and bringing the position to 1,501 shares worth $859K. The position accounts for 0.55% of the portfolio, ranked #28.

Archvest Wealth Advisors first reported a position in META in Q4 2021 and has held it in 13 quarters since. The position peaked at $916K in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

Archvest Wealth Advisors held 1,501 shares of Meta Platforms (Facebook) worth $859K as of Q1 2026.
Archvest Wealth Advisors bought 151 Meta Platforms (Facebook) shares in Q1 2026, an estimated $96.8K.
Meta Platforms (Facebook) made up 0.55% of Archvest Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Archvest Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 13 quarters since.
Archvest Wealth Advisors's Meta Platforms (Facebook) position peaked at $916K in Q3 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.