AWM
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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
Q2 		$8.07M Buy
14,318
+358
+3% +$219K 2.75% 7
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
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

Aviso Wealth Management's META Position: Q2 2026 in Review

Aviso Wealth Management increased its Meta Platforms (Facebook) (META) stake by 2.6% in Q2 2026, buying an estimated $219K and bringing the position to 14,318 shares worth $8.07M. The position accounts for 2.75% of the portfolio, ranked #7.

Aviso Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.4M in Q2 2025. 5,078 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Aviso Wealth Management held 14,318 shares of Meta Platforms (Facebook) worth $8.07M as of Q2 2026.
  • Aviso Wealth Management bought 358 Meta Platforms (Facebook) shares in Q2 2026, an estimated $219K.
  • Meta Platforms (Facebook) made up 2.75% of Aviso Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Aviso Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Aviso Wealth Management's Meta Platforms (Facebook) position peaked at $10.4M in Q2 2025.
  • 5,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.