EWA
META icon

EverSource Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

EverSource Wealth 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 		$13.7M Sell
24,259
-2,721
-10% -$1.66M 0.46% 52
2026
Q1 		$15.4M Buy
26,980
+3,343
+14% +$2.14M 0.47% 50
2025
Q4 		$15.6M Buy
23,637
+2,034
+9% +$1.36M 0.57% 39
2025
Q3 		$15.9M Buy
21,603
+1,137
+6% +$846K 0.63% 33
2025
Q2 		$15.1M Buy
20,466
+2,528
+14% +$1.56M 0.68% 32
2025
Q1 		$10.3M Buy
17,938
+1,578
+10% +$1.02M 0.57% 43
2024
Q4 		$9.58M Buy
16,360
+708
+5% +$416K 0.54% 43
2024
Q3 		$8.96M Sell
15,652
-38
-0.2% -$19.6K 0.57% 44
2024
Q2 		$7.45M Sell
15,690
-421
-3% -$205K 0.49% 50
2024
Q1 		$6.93M Buy
16,111
+56
+0.3% +$25K 0.54% 46
2023
Q4 		$5.68M Buy
16,055
+1,880
+13% +$612K 0.52% 46
2023
Q3 		$4.26M Buy
14,175
+281
+2% +$84.7K 0.45% 62
2023
Q2 		$3.99M Buy
13,894
+676
+5% +$167K 0.44% 60
2023
Q1 		$2.8M Buy
13,218
+1,587
+14% +$270K 0.35% 73
2022
Q4 		$1.4M Buy
11,631
+4,331
+59% +$509K 0.21% 93
2022
Q3 		$990K Buy
7,300
+331
+5% +$53.6K 0.23% 81
2022
Q2 		$1.12M Buy
6,969
+1,289
+23% +$249K 0.29% 62
2022
Q1 		$1.26M Buy
5,680
+1,232
+28% +$308K 0.32% 57
2021
Q4 		$1.5M Buy
+4,448
New +$1.48M 0.42% 46

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

EverSource Wealth Advisors's META Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 10% in Q2 2026, selling an estimated $1.66M and leaving 24,259 shares worth $13.7M. The position accounts for 0.46% of the portfolio, ranked #52.

EverSource Wealth Advisors first reported a position in META in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • EverSource Wealth Advisors held 24,259 shares of Meta Platforms (Facebook) worth $13.7M as of Q2 2026.
  • EverSource Wealth Advisors sold 2,721 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.66M.
  • Meta Platforms (Facebook) made up 0.46% of EverSource Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • EverSource Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Meta Platforms (Facebook) position peaked at $15.9M in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.