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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kovack Advisors's META Position: Q2 2026 in Review

Kovack Advisors reduced its Meta Platforms (Facebook) (META) stake by 6.6% in Q2 2026, selling an estimated $970K and leaving 22,607 shares worth $13.3M. The position accounts for 0.64% of the portfolio, ranked #20.

Kovack Advisors first reported a position in META in Q3 2013 and has held it in 52 quarters since. The position peaked at $18.3M in Q4 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

Kovack Advisors held 22,607 shares of Meta Platforms (Facebook) worth $13.3M as of Q2 2026.
Kovack Advisors sold 1,586 Meta Platforms (Facebook) shares in Q2 2026, an estimated $970K.
Meta Platforms (Facebook) made up 0.64% of Kovack Advisors's portfolio in Q2 2026, its #20 holding.
Kovack Advisors first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 52 quarters since.
Kovack Advisors's Meta Platforms (Facebook) position peaked at $18.3M in Q4 2025.
5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.