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

Evergreen 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 		$5.75M Buy
10,204
+188
+2% +$115K 2.69% 13
2026
Q1 		$5.73M Buy
10,016
+663
+7% +$425K 2.96% 13
2025
Q4 		$6.17M Buy
9,353
+766
+9% +$512K 3.11% 14
2025
Q3 		$6.31M Sell
8,587
-535
-6% -$398K 3.31% 11
2025
Q2 		$6.73M Buy
9,122
+74
+0.8% +$45.7K 3.78% 9
2025
Q1 		$5.22M Sell
9,048
-1,552
-15% -$1M 3.11% 10
2024
Q4 		$6.21M Sell
10,600
-201
-2% -$118K 3.67% 9
2024
Q3 		$6.18M Sell
10,801
-1,403
-11% -$722K 3.72% 8
2024
Q2 		$6.15M Hold
12,204
– – 4.08% 6
2024
Q1 		$5.93M Hold
12,204
– – 4.01% 7
2023
Q4 		$4.32M Sell
12,204
-1,412
-10% -$460K 3.18% 8
2023
Q3 		$4.09M Sell
13,616
-1,653
-11% -$498K 3.23% 9
2023
Q2 		$4.38M Sell
15,269
-4,069
-21% -$1M 3.43% 6
2023
Q1 		$4.1M Buy
19,338
+148
+0.8% +$25.2K 3.64% 5
2022
Q4 		$2.31M Buy
+19,190
New +$2.25M 2.12% 16

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Evergreen Wealth Management increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, buying an estimated $115K and bringing the position to 10,204 shares worth $5.75M. The position accounts for 2.69% of the portfolio, ranked #13.

Evergreen Wealth Management first reported a position in META in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.73M in Q2 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Evergreen Wealth Management held 10,204 shares of Meta Platforms (Facebook) worth $5.75M as of Q2 2026.
  • Evergreen Wealth Management bought 188 Meta Platforms (Facebook) shares in Q2 2026, an estimated $115K.
  • Meta Platforms (Facebook) made up 2.69% of Evergreen Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Evergreen Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Wealth Management's Meta Platforms (Facebook) position peaked at $6.73M in Q2 2025.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.