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

Invera 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	$1.35M	Sell	2,367 -25	-1%	-$16K	0.87%	38
2025 Q4	$1.58M	Sell	2,392 -178	-7%	-$119K	1%	31
2025 Q3	$1.89M	Sell	2,570 -34	-1%	-$25.3K	1.16%	26
2025 Q2	$1.92M	Sell	2,604 -16	-0.6%	-$9.89K	1.25%	28
2025 Q1	$1.51M	Sell	2,620 -312	-11%	-$201K	0.98%	34
2024 Q4	$1.87M	Sell	2,932 -296	-9%	-$174K	1.85%	20
2024 Q3	$1.91M	Sell	3,228 -228	-7%	-$117K	1.9%	19
2024 Q2	$1.77M	Sell	3,456 -293	-8%	-$142K	1.82%	19
2024 Q1	$1.88M	Buy	3,749 +144	+4%	+$64.2K	1.6%	21
2023 Q4	$1.28M	Buy	+3,605	New	+$1.17M	0.8%	40

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Invera Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 1% in Q1 2026, selling an estimated $16K and leaving 2,367 shares worth $1.35M. The position accounts for 0.87% of the portfolio, ranked #38.

Invera Wealth Advisors first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.92M in Q2 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

Invera Wealth Advisors held 2,367 shares of Meta Platforms (Facebook) worth $1.35M as of Q1 2026.
Invera Wealth Advisors sold 25 Meta Platforms (Facebook) shares in Q1 2026, an estimated $16K.
Meta Platforms (Facebook) made up 0.87% of Invera Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Invera Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
Invera Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.92M in Q2 2025.
5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.