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

Aviso Financial’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 		$7.68M Sell
13,415
-667
-5% -$427K 0.27% 48
2025
Q4 		$9.3M Buy
14,082
+19
+0.1% +$12.7K 0.35% 41
2025
Q3 		$10.3M Buy
14,063
+725
+5% +$540K 0.42% 40
2025
Q2 		$9.84M Buy
13,338
+912
+7% +$564K 0.44% 38
2025
Q1 		$7.16M Buy
12,426
+2,221
+22% +$1.43M 0.35% 42
2024
Q4 		$5.98M Buy
10,205
+1,635
+19% +$960K 0.3% 50
2024
Q3 		$4.91M Buy
8,570
+599
+8% +$308K 0.24% 58
2024
Q2 		$4.02M Buy
+7,971
New +$3.87M 0.22% 62

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

Aviso Financial's META Position: Q1 2026 in Review

Aviso Financial reduced its Meta Platforms (Facebook) (META) stake by 4.7% in Q1 2026, selling an estimated $427K and leaving 13,415 shares worth $7.68M. The position accounts for 0.27% of the portfolio, ranked #48.

Aviso Financial first reported a position in META in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.3M in Q3 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Aviso Financial held 13,415 shares of Meta Platforms (Facebook) worth $7.68M as of Q1 2026.
  • Aviso Financial sold 667 Meta Platforms (Facebook) shares in Q1 2026, an estimated $427K.
  • Meta Platforms (Facebook) made up 0.27% of Aviso Financial's portfolio in Q1 2026, its #48 holding.
  • Aviso Financial first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's Meta Platforms (Facebook) position peaked at $10.3M in Q3 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.