AWE
META icon

Avidian Wealth Enterprises’s Meta Platforms (Facebook) META Stock Holding History

Avidian Wealth Enterprises’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 		$572K Buy
+1,000
New +$641K 0.02% 407

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

Avidian Wealth Enterprises's META Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Meta Platforms (Facebook) (META) stake by 32% in Q1 2026, buying an estimated $3.24M and bringing the position to 20,849 shares worth $11.9M. The position accounts for 0.38% of the portfolio, ranked #44.

Avidian Wealth Enterprises first reported a position in META in Q3 2016 and has held it in 36 quarters since. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Avidian Wealth Enterprises held 20,849 shares of Meta Platforms (Facebook) worth $11.9M as of Q1 2026.
  • Avidian Wealth Enterprises bought 5,052 Meta Platforms (Facebook) shares in Q1 2026, an estimated $3.24M.
  • Meta Platforms (Facebook) made up 0.38% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #44 holding.
  • Avidian Wealth Enterprises first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 36 quarters since.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.