Evelyn Partners
META icon

Evelyn Partners’s Meta Platforms (Facebook) META Stock Holding History

Evelyn Partners’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
Q3 		$124M Sell
170,498
-10,703
-6% -$6.68M 1.98% 12
2026
Q2 		$102M Buy
+181,201
New +$111M 0.22% 14

Other funds holding META

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Evelyn Partners's META Position: Q3 2026 in Review

Evelyn Partners reduced its Meta Platforms (Facebook) (META) stake by 5.9% in Q3 2026, selling an estimated $6.68M and leaving 170,498 shares worth $124M. The position accounts for 1.98% of the portfolio, ranked #12.

Evelyn Partners first reported a position in META in Q2 2026 and has held it in 2 quarters since. 4,551 funds tracked by Wall St. Rank hold META as of Q3 2026.

  • Evelyn Partners held 170,498 shares of Meta Platforms (Facebook) worth $124M as of Q3 2026.
  • Evelyn Partners sold 10,703 Meta Platforms (Facebook) shares in Q3 2026, an estimated $6.68M.
  • Meta Platforms (Facebook) made up 1.98% of Evelyn Partners's portfolio in Q3 2026, its #12 holding.
  • Evelyn Partners first reported a position in Meta Platforms (Facebook) in Q2 2026 and has held it in 2 quarters since.
  • 4,551 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.