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

Aviso Wealth Management’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	$7.99M	Buy	13,960 +242	+2%	+$155K	3.6%	5
2025 Q4	$9.06M	Buy	13,718 +99	+0.7%	+$66.1K	3.81%	4
2025 Q3	$10M	Sell	13,619 -452	-3%	-$336K	4.36%	5
2025 Q2	$10.4M	Buy	14,071 +331	+2%	+$205K	4.85%	4
2025 Q1	$7.92M	Sell	13,740 -437	-3%	-$282K	4.21%	4
2024 Q4	$8.3M	Buy	14,177 +367	+3%	+$215K	4.23%	5
2024 Q3	$7.91M	Sell	13,810 -193	-1%	-$99.3K	4.29%	4
2024 Q2	$7.06M	Sell	14,003 -111	-0.8%	-$54K	4.19%	5
2024 Q1	$6.85M	Buy	14,114 +335	+2%	+$149K	4.32%	3
2023 Q4	$4.88M	Buy	+13,779	New	+$4.49M	3.53%	5

Other funds holding META

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Aviso Wealth Management's META Position: Q1 2026 in Review

Aviso Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.8% in Q1 2026, buying an estimated $155K and bringing the position to 13,960 shares worth $7.99M. The position accounts for 3.6% of the portfolio, ranked #5.

Aviso Wealth Management first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.4M in Q2 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

Aviso Wealth Management held 13,960 shares of Meta Platforms (Facebook) worth $7.99M as of Q1 2026.
Aviso Wealth Management bought 242 Meta Platforms (Facebook) shares in Q1 2026, an estimated $155K.
Meta Platforms (Facebook) made up 3.6% of Aviso Wealth Management's portfolio in Q1 2026, its #5 holding.
Aviso Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Meta Platforms (Facebook) position peaked at $10.4M in Q2 2025.
5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.