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

NewEdge Wealth’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
Q2 		$131M Buy
231,927
+12,540
+6% +$7.67M 1.31% 14
2026
Q1 		$126M Sell
219,387
-12,552
-5% -$8.04M 1.5% 11
2025
Q4 		$153M Buy
231,939
+22,441
+11% +$15M 1.73% 10
2025
Q3 		$133M Buy
209,498
+10,042
+5% +$7.47M 1.91% 9
2025
Q2 		$152M Sell
199,456
-10,819
-5% -$6.69M 2.38% 4
2025
Q1 		$121M Buy
210,275
+9,001
+4% +$5.81M 2.2% 4
2024
Q4 		$118M Buy
201,274
+10,469
+5% +$6.15M 2.04% 4
2024
Q3 		$109M Buy
190,805
+9,861
+5% +$5.07M 1.97% 5
2024
Q2 		$91.2M Sell
180,944
-949
-0.5% -$461K 1.98% 4
2024
Q1 		$80.3M Buy
181,893
+23,479
+15% +$10.5M 1.8% 5
2023
Q4 		$56.1M Buy
158,414
+26,416
+20% +$8.6M 1.43% 7
2023
Q3 		$39.6M Buy
131,998
+25,449
+24% +$7.67M 1.26% 9
2023
Q2 		$30.6M Buy
106,549
+2,110
+2% +$521K 1.02% 14
2023
Q1 		$22.1M Buy
104,439
+5,927
+6% +$1.01M 0.84% 23
2022
Q4 		$11.9M Sell
98,512
-820
-0.8% -$96.3K 0.51% 54
2022
Q3 		$13.5M Buy
99,332
+2,114
+2% +$343K 0.64% 42
2022
Q2 		$15.7M Buy
97,218
+8,139
+9% +$1.57M 0.71% 33
2022
Q1 		$19.8M Buy
89,079
+8,946
+11% +$2.24M 0.88% 25
2021
Q4 		$27M Buy
80,133
+2,823
+4% +$937K 1.13% 19
2021
Q3 		$26.2M Buy
77,310
+3,927
+5% +$1.41M 1.56% 15
2021
Q2 		$25.5M Buy
73,383
+4,390
+6% +$1.41M 1.95% 10
2021
Q1 		$20.3M Buy
68,993
+50,419
+271% +$13.6M 2.02% 8
2020
Q4 		$5.07M Buy
+18,574
New +$5.09M 1.56% 16

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

NewEdge Wealth's META Position: Q2 2026 in Review

NewEdge Wealth increased its Meta Platforms (Facebook) (META) stake by 5.7% in Q2 2026, buying an estimated $7.67M and bringing the position to 231,927 shares worth $131M. The position accounts for 1.31% of the portfolio, ranked #14.

NewEdge Wealth first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $153M in Q4 2025. 5,031 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • NewEdge Wealth held 231,927 shares of Meta Platforms (Facebook) worth $131M as of Q2 2026.
  • NewEdge Wealth bought 12,540 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.67M.
  • Meta Platforms (Facebook) made up 1.31% of NewEdge Wealth's portfolio in Q2 2026, its #14 holding.
  • NewEdge Wealth first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Meta Platforms (Facebook) position peaked at $153M in Q4 2025.
  • 5,031 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.