AWE
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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
Q2 		$563K Hold
1,000
– – 0.02% 448
2026
Q1 		$572K Buy
+1,000
New +$641K 0.02% 407

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

Avidian Wealth Enterprises's META Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Meta Platforms (Facebook) (META) stake by 3% in Q2 2026, buying an estimated $380K and bringing the position to 21,470 shares worth $12.1M. The position accounts for 0.33% of the portfolio, ranked #52.

Avidian Wealth Enterprises first reported a position in META in Q3 2016 and has held it in 37 quarters since. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Avidian Wealth Enterprises held 21,470 shares of Meta Platforms (Facebook) worth $12.1M as of Q2 2026.
  • Avidian Wealth Enterprises bought 621 Meta Platforms (Facebook) shares in Q2 2026, an estimated $380K.
  • Meta Platforms (Facebook) made up 0.33% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #52 holding.
  • Avidian Wealth Enterprises first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 37 quarters since.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.