EWA
META icon

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

Evolution 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 		$4.02M Sell
7,131
-36
-0.5% -$22K 0.47% 37
2026
Q1 		$4.1M Buy
7,167
+1,319
+23% +$845K 0.42% 35
2025
Q4 		$3.86M Sell
5,848
-834
-12% -$557K 0.39% 34
2025
Q3 		$4.91M Sell
6,682
-499
-7% -$371K 0.66% 30
2025
Q2 		$5.3M Buy
7,181
+124
+2% +$76.6K 0.78% 25
2025
Q1 		$4.07M Buy
7,057
+2,269
+47% +$1.46M 0.68% 28
2024
Q4 		$2.81M Buy
4,788
+606
+14% +$356K 0.47% 37
2024
Q3 		$2.39M Sell
4,182
-398
-9% -$205K 0.43% 43
2024
Q2 		$2.31M Buy
4,580
+399
+10% +$194K 0.45% 45
2024
Q1 		$2.03M Buy
4,181
+13
+0.3% +$5.8K 0.39% 44
2023
Q4 		$1.48M Buy
4,168
+204
+5% +$66.4K 0.3% 48
2023
Q3 		$1.19M Sell
3,964
-367
-8% -$111K 0.27% 47
2023
Q2 		$1.24M Sell
4,331
-912
-17% -$225K 0.27% 43
2023
Q1 		$1.11M Buy
5,243
+1,279
+32% +$218K 0.27% 45
2022
Q4 		$477K Buy
3,964
+582
+17% +$68.3K 0.12% 75
2022
Q3 		$459K Sell
3,382
-2,526
-43% -$409K 0.13% 69
2022
Q2 		$1.39M Sell
5,908
-27
-0.5% -$5.21K 0.35% 45
2022
Q1 		$1.59M Sell
5,935
-39
-0.7% -$9.75K 0.33% 45
2021
Q4 		$2.01M Buy
5,974
+495
+9% +$164K 0.3% 40
2021
Q3 		$1.86M Buy
5,479
+1,149
+27% +$414K 0.4% 37
2021
Q2 		$1.51M Buy
4,330
+320
+8% +$103K 0.31% 49
2021
Q1 		$1.18M Sell
4,010
-2,958
-42% -$796K 0.26% 55
2020
Q4 		$1.9M Sell
6,968
-2,637
-27% -$723K 0.43% 45
2020
Q3 		$2.52M Buy
9,605
+1,573
+20% +$406K 0.69% 32
2020
Q2 		$1.82M Buy
8,032
+2,918
+57% +$609K 0.6% 31
2020
Q1 		$853K Sell
5,114
-3,500
-41% -$685K 0.34% 38
2019
Q4 		$1.77M Buy
8,614
+8,489
+6,791% +$1.64M 0.44% 31
2019
Q3 		$22K Sell
125
-8,301
-99% -$1.58M 0.01% 87
2019
Q2 		$1.63M Buy
8,426
+1,670
+25% +$305K 0.7% 19
2019
Q1 		$1.13M Buy
6,756
+588
+10% +$93.5K 0.52% 29
2018
Q4 		$809K Buy
+6,168
New +$894K 0.37% 43

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

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

Evolution Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 0.5% in Q2 2026, selling an estimated $22K and leaving 7,131 shares worth $4.02M. The position accounts for 0.47% of the portfolio, ranked #37.

Evolution Wealth Advisors first reported a position in META in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.3M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Evolution Wealth Advisors held 7,131 shares of Meta Platforms (Facebook) worth $4.02M as of Q2 2026.
  • Evolution Wealth Advisors sold 36 Meta Platforms (Facebook) shares in Q2 2026, an estimated $22K.
  • Meta Platforms (Facebook) made up 0.47% of Evolution Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Evolution Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 31 quarters since.
  • Evolution Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.3M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.