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

Avaii 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 		$373K Buy
662
+236
+55% +$144K 0.11% 117
2026
Q1 		$244K Sell
426
-873
-67% -$559K 0.09% 141
2025
Q4 		$858K Sell
1,299
-450
-26% -$300K 0.31% 40
2025
Q3 		$1.28M Sell
1,749
-9,124
-84% -$6.79M 0.49% 30
2025
Q2 		$8.03M Buy
10,873
+256
+2% +$158K 3.57% 7
2025
Q1 		$6.12M Sell
10,617
-1,055
-9% -$681K 3.27% 10
2024
Q4 		$6.83M Buy
11,672
+18
+0.2% +$10.6K 3.36% 8
2024
Q3 		$6.67M Buy
11,654
+453
+4% +$233K 3.37% 7
2024
Q2 		$5.65M Buy
11,201
+1,911
+21% +$929K 3.13% 8
2024
Q1 		$4.51M Buy
9,290
+5,675
+157% +$2.53M 2.65% 10
2023
Q4 		$1.28M Buy
3,615
+157
+5% +$51.1K 0.83% 18
2023
Q3 		$1.04M Sell
3,458
-498
-13% -$150K 0.79% 24
2023
Q2 		$1.14M Sell
3,956
-538
-12% -$133K 0.87% 24
2023
Q1 		$952K Buy
4,494
+11
+0.2% +$1.87K 0.83% 25
2022
Q4 		$539K Buy
4,483
+2,178
+94% +$256K 0.48% 48
2022
Q3 		$312K Sell
2,305
-382
-14% -$61.9K 0.32% 71
2022
Q2 		$433K Buy
2,687
+67
+3% +$12.9K 0.46% 35
2022
Q1 		$583K Buy
2,620
+967
+58% +$242K 0.54% 29
2021
Q4 		$556K Buy
+1,653
New +$549K 0.56% 35

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

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

Avaii Wealth Management increased its Meta Platforms (Facebook) (META) stake by 55% in Q2 2026, buying an estimated $144K and bringing the position to 662 shares worth $373K. The position accounts for 0.11% of the portfolio, ranked #117.

Avaii Wealth Management first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.03M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Avaii Wealth Management held 662 shares of Meta Platforms (Facebook) worth $373K as of Q2 2026.
  • Avaii Wealth Management bought 236 Meta Platforms (Facebook) shares in Q2 2026, an estimated $144K.
  • Meta Platforms (Facebook) made up 0.11% of Avaii Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Avaii Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • Avaii Wealth Management's Meta Platforms (Facebook) position peaked at $8.03M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.