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META icon

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

NewEdge 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 		$233M Sell
407,031
-9,641
-2% -$6.18M 0.84% 16
2025
Q4 		$275M Buy
416,672
+182,843
+78% +$122M 1% 14
2025
Q3 		$172M Buy
233,829
+16,085
+7% +$12M 0.78% 15
2025
Q2 		$161M Buy
217,744
+14,045
+7% +$8.68M 0.83% 16
2025
Q1 		$117M Buy
203,699
+8,125
+4% +$5.24M 0.7% 21
2024
Q4 		$115M Buy
195,574
+26,491
+16% +$15.5M 0.69% 20
2024
Q3 		$96.8M Buy
169,083
+18,344
+12% +$9.44M 0.63% 24
2024
Q2 		$76M Buy
150,739
+28,029
+23% +$13.6M 0.55% 29
2024
Q1 		$59.6M Buy
122,710
+11,628
+10% +$5.19M 0.52% 30
2023
Q4 		$40.4M Buy
111,082
+19,199
+21% +$6.25M 0.38% 55
2023
Q3 		$27.6M Buy
91,883
+12,338
+16% +$3.72M 0.3% 84
2023
Q2 		$22.8M Buy
79,545
+15,274
+24% +$3.77M 0.26% 94
2023
Q1 		$13.9M Sell
64,271
-5,219
-8% -$889K 0.17% 130
2022
Q4 		$3.57M Sell
69,490
-9,026
-11% -$1.06M 0.1% 227
2022
Q3 		$10.7M Sell
78,516
-11,042
-12% -$1.79M 0.18% 136
2022
Q2 		$14.4M Buy
89,558
+457
+0.5% +$88.2K 0.24% 101
2022
Q1 		$19.8M Buy
89,101
+12,676
+17% +$3.17M 0.32% 72
2021
Q4 		$25.7M Buy
76,425
+17,546
+30% +$5.83M 0.39% 56
2021
Q3 		$20M Buy
58,879
+8,394
+17% +$3.02M 0.49% 50
2021
Q2 		$17.6M Buy
50,485
+2,745
+6% +$881K 0.47% 50
2021
Q1 		$14.1M Sell
47,740
-4,762
-9% -$1.28M 0.42% 54
2020
Q4 		$14.3M Sell
52,502
-11,066
-17% -$3.03M 0.47% 52
2020
Q3 		$16.6M Sell
63,568
-8
-0% -$2.06K 0.58% 45
2020
Q2 		$14.4M Buy
63,576
+18,293
+40% +$3.82M 0.56% 47
2020
Q1 		$7.55M Buy
45,283
+7,263
+19% +$1.42M 0.36% 75
2019
Q4 		$7.8M Buy
38,020
+254
+0.7% +$49.2K 0.31% 86
2019
Q3 		$6.76M Buy
37,766
+6,166
+20% +$1.17M 0.3% 85
2019
Q2 		$6.1M Buy
31,600
+186
+0.6% +$34K 0.37% 69
2019
Q1 		$5.24M Buy
31,414
+2,922
+10% +$465K 0.34% 81
2018
Q4 		$3.73K Sell
28,492
-7,869
-22% -$1.14M 0.24% 99
2018
Q3 		$5.98M Buy
36,361
+3,191
+10% +$578K 0.46% 57
2018
Q2 		$6.54K Buy
33,170
+7,410
+29% +$1.34M 0.6% 44
2018
Q1 		$4M Buy
25,760
+5,998
+30% +$1.08M 0.46% 60
2017
Q4 		$3.72M Buy
19,762
+1,162
+6% +$205K 0.5% 56
2017
Q3 		$3.21M Buy
18,600
+2,766
+17% +$462K 0.5% 54
2017
Q2 		$2.43M Buy
15,834
+3,649
+30% +$543K 0.42% 62
2017
Q1 		$1.72M Buy
12,185
+4,310
+55% +$576K 0.39% 67
2016
Q4 		$994K Buy
7,875
+1,787
+29% +$219K 0.28% 83
2016
Q3 		$781K Buy
+6,088
New +$756K 0.25% 85

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

NewEdge Advisors's META Position: Q1 2026 in Review

NewEdge Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.3% in Q1 2026, selling an estimated $6.18M and leaving 407,031 shares worth $233M. The position accounts for 0.84% of the portfolio, ranked #16.

NewEdge Advisors first reported a position in META in Q3 2016 and has held it in 39 quarters since. The position peaked at $275M in Q4 2025. 5,070 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • NewEdge Advisors held 407,031 shares of Meta Platforms (Facebook) worth $233M as of Q1 2026.
  • NewEdge Advisors sold 9,641 Meta Platforms (Facebook) shares in Q1 2026, an estimated $6.18M.
  • Meta Platforms (Facebook) made up 0.84% of NewEdge Advisors's portfolio in Q1 2026, its #16 holding.
  • NewEdge Advisors first reported a position in Meta Platforms (Facebook) in Q3 2016 and has held it in 39 quarters since.
  • NewEdge Advisors's Meta Platforms (Facebook) position peaked at $275M in Q4 2025.
  • 5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.