AWM
META icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Avaii Wealth Management's META Position: Q1 2026 in Review

Avaii Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 67% in Q1 2026, selling an estimated $559K and leaving 426 shares worth $244K. The position accounts for 0.09% of the portfolio, ranked #141.

Avaii Wealth Management first reported a position in META in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.03M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Avaii Wealth Management held 426 shares of Meta Platforms (Facebook) worth $244K as of Q1 2026.
  • Avaii Wealth Management sold 873 Meta Platforms (Facebook) shares in Q1 2026, an estimated $559K.
  • Meta Platforms (Facebook) made up 0.09% of Avaii Wealth Management's portfolio in Q1 2026, its #141 holding.
  • Avaii Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 18 quarters since.
  • Avaii Wealth Management's Meta Platforms (Facebook) position peaked at $8.03M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.