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

Evergreen Wealth Solutions’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 		$3.87M Buy
6,503
+457
+8% +$279K 0.2% 88
2026
Q1 		$3.46M Buy
6,046
+3,756
+164% +$2.41M 0.24% 83
2025
Q4 		$1.51M Buy
2,290
+782
+52% +$522K 0.21% 58
2025
Q3 		$1.11M Sell
1,508
-493
-25% -$367K 0.62% 33
2025
Q2 		$1.48M Buy
2,001
+576
+40% +$356K 0.89% 24
2025
Q1 		$821K Sell
1,425
-302
-17% -$195K 0.55% 33
2024
Q4 		$1.01M Buy
1,727
+334
+24% +$196K 0.7% 30
2024
Q3 		$798K Sell
1,393
-155
-10% -$79.8K 0.54% 30
2024
Q2 		$781K Sell
1,548
-227
-13% -$110K 0.55% 35
2024
Q1 		$862K Sell
1,775
-550
-24% -$245K 0.64% 35
2023
Q4 		$823K Sell
2,325
-124
-5% -$40.4K 0.7% 38
2023
Q3 		$735K Sell
2,449
-243
-9% -$73.2K 0.74% 37
2023
Q2 		$773K Sell
2,692
-313
-10% -$77.2K 0.78% 39
2023
Q1 		$637K Sell
3,005
-91
-3% -$15.5K 0.74% 43
2022
Q4 		$373K Buy
3,096
+781
+34% +$91.7K 0.49% 64
2022
Q3 		$314K Sell
2,315
-117
-5% -$19K 0.45% 67
2022
Q2 		$392K Buy
2,432
+550
+29% +$106K 0.48% 66
2022
Q1 		$418K Sell
1,882
-327
-15% -$81.7K 0.41% 58
2021
Q4 		$743K Buy
+2,209
New +$733K 0.67% 39

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

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

Evergreen Wealth Solutions increased its Meta Platforms (Facebook) (META) stake by 7.6% in Q2 2026, buying an estimated $279K and bringing the position to 6,503 shares worth $3.87M. The position accounts for 0.2% of the portfolio, ranked #88.

Evergreen Wealth Solutions first reported a position in META in Q4 2021 and has held it in 19 quarters since. 5,067 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Evergreen Wealth Solutions held 6,503 shares of Meta Platforms (Facebook) worth $3.87M as of Q2 2026.
  • Evergreen Wealth Solutions bought 457 Meta Platforms (Facebook) shares in Q2 2026, an estimated $279K.
  • Meta Platforms (Facebook) made up 0.2% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #88 holding.
  • Evergreen Wealth Solutions first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.