EFA
META icon

Evernest Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Evernest Financial 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
Q2 		$920K Buy
1,633
+94
+6% +$57.5K 0.19% 82
2026
Q1 		$1.04M Sell
1,539
-670
-30% -$429K 0.22% 70
2025
Q4 		$1.5M Sell
2,209
-465
-17% -$311K 0.31% 48
2025
Q3 		$1.96M Sell
2,674
-20
-0.7% -$14.9K 0.55% 40
2025
Q2 		$1.99M Buy
2,694
+415
+18% +$256K 0.64% 34
2025
Q1 		$1.31M Buy
2,279
+689
+43% +$445K 0.47% 44
2024
Q4 		$931K Buy
1,590
+47
+3% +$27.6K 0.24% 71
2024
Q3 		$883K Buy
1,543
+184
+14% +$94.7K 0.24% 70
2024
Q2 		$685K Hold
1,359
– – 0.31% 70
2024
Q1 		$654K Buy
1,359
+160
+13% +$71.4K 0.31% 72
2023
Q4 		$424K Buy
+1,199
New +$390K 0.22% 93
2021
Q4 		$536K Buy
+1,146
New +$380K 0.28% 77

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

Evernest Financial Advisors's META Position: Q2 2026 in Review

Evernest Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 6.1% in Q2 2026, buying an estimated $57.5K and bringing the position to 1,633 shares worth $920K. The position accounts for 0.19% of the portfolio, ranked #82.

Evernest Financial Advisors first reported a position in META in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.99M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Evernest Financial Advisors held 1,633 shares of Meta Platforms (Facebook) worth $920K as of Q2 2026.
  • Evernest Financial Advisors bought 94 Meta Platforms (Facebook) shares in Q2 2026, an estimated $57.5K.
  • Meta Platforms (Facebook) made up 0.19% of Evernest Financial Advisors's portfolio in Q2 2026, its #82 holding.
  • Evernest Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 12 quarters since.
  • Evernest Financial Advisors's Meta Platforms (Facebook) position peaked at $1.99M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.