EWA
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Emergent Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Emergent Wealth Advisors’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 		$638K Buy
1,134
+112
+11% +$68.5K 0.33% 55
2026
Q1 		$584K Sell
1,022
-33
-3% -$21.1K 0.35% 51
2025
Q4 		$697K Buy
1,055
+184
+21% +$123K 0.39% 56
2025
Q3 		$640K Buy
871
+42
+5% +$31.3K 0.37% 55
2025
Q2 		$612K Buy
829
+9
+1% +$5.56K 0.39% 51
2025
Q1 		$473K Sell
820
-432
-35% -$279K 0.34% 57
2024
Q4 		$733K Buy
1,252
+30
+2% +$17.6K 0.53% 37
2024
Q3 		$700K Buy
1,222
+26
+2% +$13.4K 0.52% 38
2024
Q2 		$629K Buy
1,196
+53
+5% +$25.8K 0.51% 40
2024
Q1 		$555K Buy
1,143
+232
+25% +$103K 0.48% 39
2023
Q4 		$322K Buy
+911
New +$297K 0.3% 69

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

Emergent Wealth Advisors's META Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, buying an estimated $68.5K and bringing the position to 1,134 shares worth $638K. The position accounts for 0.33% of the portfolio, ranked #55.

Emergent Wealth Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $733K in Q4 2024. 5,030 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Emergent Wealth Advisors held 1,134 shares of Meta Platforms (Facebook) worth $638K as of Q2 2026.
  • Emergent Wealth Advisors bought 112 Meta Platforms (Facebook) shares in Q2 2026, an estimated $68.5K.
  • Meta Platforms (Facebook) made up 0.33% of Emergent Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Emergent Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Emergent Wealth Advisors's Meta Platforms (Facebook) position peaked at $733K in Q4 2024.
  • 5,030 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.