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

Encompass 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
Q1 		$1.21M Buy
2,113
+4
+0.2% +$2.56K 0.42% 39
2025
Q4 		$1.39M Buy
2,109
+7
+0.3% +$4.67K 0.47% 34
2025
Q3 		$1.54M Hold
2,102
– – 0.53% 34
2025
Q2 		$1.55M Buy
2,102
+11
+0.5% +$6.8K 0.57% 32
2025
Q1 		$1.21M Sell
2,091
-106
-5% -$68.4K 0.49% 33
2024
Q4 		$1.29M Buy
2,197
+15
+0.7% +$8.8K 0.52% 32
2024
Q3 		$1.25M Hold
2,182
– – 0.31% 66
2024
Q2 		$1.1M Sell
2,182
-374
-15% -$182K 0.29% 70
2024
Q1 		$1.24M Hold
2,556
– – 0.33% 64
2023
Q4 		$905K Sell
2,556
-169
-6% -$55K 0.27% 74
2023
Q3 		$818K Buy
2,725
+205
+8% +$61.8K 0.27% 76
2023
Q2 		$723K Buy
2,520
+3
+0.1% +$740 0.24% 82
2023
Q1 		$534K Sell
2,517
-413
-14% -$70.3K 0.18% 100
2022
Q4 		$353K Sell
2,930
-68
-2% -$7.99K 0.13% 138
2022
Q3 		$407K Sell
2,998
-452
-13% -$73.3K 0.15% 122
2022
Q2 		$556K Sell
3,450
-649
-16% -$125K 0.2% 94
2022
Q1 		$912K Buy
4,099
+219
+6% +$54.7K 0.23% 73
2021
Q4 		$1.3M Buy
3,880
+149
+4% +$49.5K 0.32% 58
2021
Q3 		$1.27M Sell
3,731
-323
-8% -$116K 0.33% 59
2021
Q2 		$1.41M Sell
4,054
-829
-17% -$266K 0.35% 57
2021
Q1 		$1.43M Buy
4,883
+2,147
+78% +$578K 0.36% 53
2020
Q4 		$747K Buy
+2,736
New +$750K 0.43% 49

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

Encompass Wealth Advisors's META Position: Q1 2026 in Review

Encompass Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 0.19% in Q1 2026, buying an estimated $2.56K and bringing the position to 2,113 shares worth $1.21M. The position accounts for 0.42% of the portfolio, ranked #39.

Encompass Wealth Advisors first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Encompass Wealth Advisors held 2,113 shares of Meta Platforms (Facebook) worth $1.21M as of Q1 2026.
  • Encompass Wealth Advisors bought 4 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.56K.
  • Meta Platforms (Facebook) made up 0.42% of Encompass Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • Encompass Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.55M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.