EWA
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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
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 		$2.01K 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evolution Wealth Advisors's META Position: Q1 2026 in Review

Evolution Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 23% in Q1 2026, buying an estimated $845K and bringing the position to 7,167 shares worth $4.1M. The position accounts for 0.42% of the portfolio, ranked #35.

Evolution Wealth Advisors first reported a position in META in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.3M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Evolution Wealth Advisors held 7,167 shares of Meta Platforms (Facebook) worth $4.1M as of Q1 2026.
  • Evolution Wealth Advisors bought 1,319 Meta Platforms (Facebook) shares in Q1 2026, an estimated $845K.
  • Meta Platforms (Facebook) made up 0.42% of Evolution Wealth Advisors's portfolio in Q1 2026, its #35 holding.
  • Evolution Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2018 and has held it in 30 quarters since.
  • Evolution Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.3M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.