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Evergreen Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-89
Closed -$65.4K – 166
2025
Q3 		$65.4K Buy
89
+35
+65% +$26.1K 0.03% 104
2025
Q2 		$39.9K Buy
54
+38
+238% +$23.5K 0.02% 118
2025
Q1 		$9.22K Buy
16
+1
+7% +$645 ﹤0.01% 152
2024
Q4 		$8.78K Hold
15
– – ﹤0.01% 161
2024
Q3 		$8.59K Hold
15
– – ﹤0.01% 159
2024
Q2 		$7.56K Hold
15
– – ﹤0.01% 168
2024
Q1 		$7.28K Buy
+15
New +$6.69K ﹤0.01% 174

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Evergreen Private Wealth's META Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 89 shares — an estimated $65.4K sold.

Evergreen Private Wealth first reported a position in META in Q1 2024 and held it in 7 quarters. The position peaked at $65.4K in Q3 2025. 5,155 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 89 Meta Platforms (Facebook) shares in Q4 2025, an estimated $65.4K.
  • Evergreen Private Wealth first reported a position in Meta Platforms (Facebook) in Q1 2024 and held it in 7 quarters.
  • Evergreen Private Wealth's Meta Platforms (Facebook) position peaked at $65.4K in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.