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

Exencial 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
2022
Q2 		– Sell
-300
Closed -$67K – 447
2022
Q1 		$67K Buy
+300
New +$75K ﹤0.01% 446

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

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

Exencial Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 5.5% in Q1 2026, selling an estimated $1.85M and leaving 49,970 shares worth $28.6M. The position accounts for 0.89% of the portfolio, ranked #26.

Exencial Wealth Advisors first reported a position in META in Q1 2014 and has held it in 49 quarters since. The position peaked at $43.7M in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Exencial Wealth Advisors held 49,970 shares of Meta Platforms (Facebook) worth $28.6M as of Q1 2026.
  • Exencial Wealth Advisors sold 2,885 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.85M.
  • Meta Platforms (Facebook) made up 0.89% of Exencial Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • Exencial Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 49 quarters since.
  • Exencial Wealth Advisors's Meta Platforms (Facebook) position peaked at $43.7M in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.