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
2021 Q4	–	Sell	-20	Closed	-$13K	–	751
2021 Q3	$13K	Buy	+20	New	+$7.2K	﹤0.01%	675
2019 Q4	–	Sell	-10	Closed	-$12K	–	528
2019 Q3	$12K	Buy	+10	New	+$1.9K	﹤0.01%	478
2019 Q2	–	Sell	-1	Closed	-$1K	–	497
2019 Q1	$1K	Sell	1 -15	-94%	-$2.38K	﹤0.01%	453
2018 Q4	$29K	Buy	16 +14	+700%	+$2.03K	0.01%	395
2018 Q3	$2K	Buy	+2	New	+$362	﹤0.01%	447

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.