Avantax Advisory Services’s Meta Platforms (Facebook) META Stock Holding History

Avantax Advisory Services’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
2025 Q2	$95.1M	Buy	128,906 +8,007	+7%	+$4.95M	0.52%	28
2025 Q1	$69.7M	Buy	120,899 +5,639	+5%	+$3.64M	0.42%	33
2024 Q4	$67.5M	Buy	115,260 +8,375	+8%	+$4.92M	0.42%	33
2024 Q3	$61.2M	Buy	106,885 +12,014	+13%	+$6.18M	0.4%	33
2024 Q2	$47.8M	Buy	94,871 +47,540	+100%	+$23.1M	0.34%	39
2024 Q1	$23M	Buy	47,331 +5,583	+13%	+$2.49M	0.2%	77
2023 Q4	$14.8M	Buy	41,748 +3,372	+9%	+$1.1M	0.15%	111
2023 Q3	$11.5M	Buy	38,376 +3,683	+11%	+$1.11M	0.13%	125
2023 Q2	$9.96M	Buy	34,693 +49	+0.1%	+$12.1K	0.11%	146
2023 Q1	$7.34M	Sell	34,644 -856	-2%	-$146K	0.09%	176
2022 Q4	$4.27M	Sell	35,500 -4,869	-12%	-$572K	0.06%	255
2022 Q3	$5.48M	Buy	40,369 +1,919	+5%	+$311K	0.08%	180
2022 Q2	$6.2M	Buy	38,450 +2,011	+6%	+$388K	0.09%	164
2022 Q1	$8.08M	Sell	36,439 -322	-0.9%	-$80.5K	0.11%	133
2021 Q4	$12.4M	Buy	36,761 +1,499	+4%	+$498K	0.19%	88
2021 Q3	$12M	Buy	35,262 +2,074	+6%	+$747K	0.2%	83
2021 Q2	$11.5M	Buy	33,188 +1,820	+6%	+$584K	0.21%	81
2021 Q1	$9.21M	Sell	31,368 -3,774	-11%	-$1.02M	0.2%	89
2020 Q4	$9.6M	Sell	35,142 -46,431	-57%	-$12.7M	0.23%	75
2020 Q3	$21.4M	Buy	81,573 +50,398	+162%	+$13M	0.34%	50
2020 Q2	$7.07M	Buy	31,175 +3,476	+13%	+$726K	0.2%	83
2020 Q1	$4.65M	Buy	27,699 +3,794	+16%	+$743K	0.14%	108
2019 Q4	$4.92M	Buy	23,905 +2,165	+10%	+$419K	0.11%	118
2019 Q3	$3.87M	Buy	21,740 +1,012	+5%	+$192K	0.16%	76
2019 Q2	$4M	Buy	20,728 +472	+2%	+$86.2K	0.18%	72
2019 Q1	$3.38M	Buy	20,256 +1,784	+10%	+$284K	0.18%	70
2018 Q4	$2.42M	Buy	+18,472	New	+$2.68M	0.41%	63

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avantax Advisory Services's META Position: Q2 2025 in Review

Avantax Advisory Services increased its Meta Platforms (Facebook) (META) stake by 6.6% in Q2 2025, buying an estimated $4.95M and bringing the position to 128,906 shares worth $95.1M. The position accounts for 0.52% of the portfolio, ranked #28.

Avantax Advisory Services first reported a position in META in Q4 2018 and has held it in 27 quarters since. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

Avantax Advisory Services held 128,906 shares of Meta Platforms (Facebook) worth $95.1M as of Q2 2025.
Avantax Advisory Services bought 8,007 Meta Platforms (Facebook) shares in Q2 2025, an estimated $4.95M.
Meta Platforms (Facebook) made up 0.52% of Avantax Advisory Services's portfolio in Q2 2025, its #28 holding.
Avantax Advisory Services first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 27 quarters since.
4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.