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

Kovack 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	–	Sell	-20,000	Closed	-$13.2M	–	1067
2025 Q4	$13.2M	Buy	+20,000	New	+$13.4M	0.61%	23
2022 Q2	–	Sell	-1	Closed	-$1K	–	697
2022 Q1	$1K	Buy	+1	New	+$250	﹤0.01%	734
2020 Q4	–	Sell	-2	Closed	-$1K	–	644
2020 Q3	$1K	Buy	+2	New	+$516	﹤0.01%	519
2019 Q4	–	Sell	-12	Closed	-$7K	–	527
2019 Q3	$7K	Hold	12	–	–	﹤0.01%	483
2019 Q2	$7K	Hold	12	–	–	﹤0.01%	452
2019 Q1	$7K	Sell	12 -2	-14%	-$318	﹤0.01%	431
2018 Q4	$9K	Buy	14 +2	+17%	+$290	﹤0.01%	406
2018 Q3	$7K	Buy	+12	New	+$2.17K	﹤0.01%	435
2017 Q4	–	Sell	-17	Closed	-$8K	–	491
2017 Q3	$8K	Buy	17 +5	+42%	+$834	﹤0.01%	343
2017 Q2	$4K	Hold	12	–	–	﹤0.01%	365
2017 Q1	$4K	Hold	12	–	–	﹤0.01%	291
2016 Q4	$2K	Hold	12	–	–	﹤0.01%	255
2016 Q3	$8K	Sell	12 -4	-25%	-$497	﹤0.01%	254
2016 Q2	$8K	Sell	16 -5	-24%	-$576	﹤0.01%	251
2016 Q1	$17K	Hold	21	–	–	0.01%	227
2015 Q4	$15K	Hold	21	–	–	0.01%	209
2015 Q3	$8K	Buy	21 +7	+50%	+$642	0.01%	205
2015 Q2	$19K	Hold	14	–	–	0.01%	199
2015 Q1	$18K	Buy	+14	New	+$1.1K	0.02%	167
2014 Q2	–	Sell	-1	Closed	-$2K	–	128
2014 Q1	$2K	Hold	1	–	–	0.01%	78
2013 Q4	$1K	Buy	+1	New	+$50	0.01%	70

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

Kovack Advisors's META Position: Q1 2026 in Review

Kovack Advisors reduced its Meta Platforms (Facebook) (META) stake by 13% in Q1 2026, selling an estimated $2.24M and leaving 24,193 shares worth $14.2M. The position accounts for 0.76% of the portfolio, ranked #15.

Kovack Advisors first reported a position in META in Q3 2013 and has held it in 51 quarters since. The position peaked at $18.3M in Q4 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

Kovack Advisors held 24,193 shares of Meta Platforms (Facebook) worth $14.2M as of Q1 2026.
Kovack Advisors sold 3,503 Meta Platforms (Facebook) shares in Q1 2026, an estimated $2.24M.
Meta Platforms (Facebook) made up 0.76% of Kovack Advisors's portfolio in Q1 2026, its #15 holding.
Kovack Advisors first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 51 quarters since.
Kovack Advisors's Meta Platforms (Facebook) position peaked at $18.3M in Q4 2025.
5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.