Avant Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$353K Sell
627
-36
-5% -$22K 0.22% 54
2026
Q1
$379K Sell
663
-45
-6% -$28.8K 0.27% 50
2025
Q4
$467K Sell
708
-29
-4% -$19.4K 0.34% 48
2025
Q3
$541K Sell
737
-55
-7% -$40.9K 0.41% 45
2025
Q2
$585K Hold
792
0.48% 41
2025
Q1
$457K Sell
792
-56
-7% -$36.1K 0.41% 45
2024
Q4
$497K Buy
+848
New +$498K 0.46% 47

Other funds holding META

Avant Financial Advisors's META Position: Q2 2026 in Review

Avant Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 5.4% in Q2 2026, selling an estimated $22K and leaving 627 shares worth $353K. The position accounts for 0.22% of the portfolio, ranked #54.

Avant Financial Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $585K in Q2 2025. 1,646 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Avant Financial Advisors held 627 shares of Meta Platforms (Facebook) worth $353K as of Q2 2026.
  • Avant Financial Advisors sold 36 Meta Platforms (Facebook) shares in Q2 2026, an estimated $22K.
  • Meta Platforms (Facebook) made up 0.22% of Avant Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Avant Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Avant Financial Advisors's Meta Platforms (Facebook) position peaked at $585K in Q2 2025.
  • 1,646 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.