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Avid Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Avid Wealth Partners’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 		$536K Sell
951
-158
-14% -$96.6K 0.26% 41
2026
Q1 		$634K Buy
1,109
+221
+25% +$142K 0.3% 40
2025
Q4 		$586K Buy
888
+5
+0.6% +$3.34K 0.29% 39
2025
Q3 		$648K Buy
883
+41
+5% +$30.5K 0.32% 34
2025
Q2 		$621K Buy
842
+266
+46% +$164K 0.36% 31
2025
Q1 		$332K Buy
+576
New +$372K 0.23% 40
2024
Q4 		– Sell
-513
Closed -$294K – 49
2024
Q3 		$294K Buy
513
+1
+0.2% +$515 0.21% 33
2024
Q2 		$258K Sell
512
-63
-11% -$30.6K 0.2% 33
2024
Q1 		$279K Sell
575
-434
-43% -$194K 0.22% 33
2023
Q4 		$357K Buy
+1,009
New +$329K 0.35% 22

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

Avid Wealth Partners's META Position: Q2 2026 in Review

Avid Wealth Partners reduced its Meta Platforms (Facebook) (META) stake by 14% in Q2 2026, selling an estimated $96.6K and leaving 951 shares worth $536K. The position accounts for 0.26% of the portfolio, ranked #41.

Avid Wealth Partners first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $648K in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Avid Wealth Partners held 951 shares of Meta Platforms (Facebook) worth $536K as of Q2 2026.
  • Avid Wealth Partners sold 158 Meta Platforms (Facebook) shares in Q2 2026, an estimated $96.6K.
  • Meta Platforms (Facebook) made up 0.26% of Avid Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Avid Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
  • Avid Wealth Partners's Meta Platforms (Facebook) position peaked at $648K in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.