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

Provenance Wealth 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
Q2 		$567K Buy
1,007
+461
+84% +$282K 0.05% 65
2026
Q1 		$312K Sell
546
-45
-8% -$28.8K 0.03% 94
2025
Q4 		$390K Sell
591
-400
-40% -$267K 0.04% 74
2025
Q3 		$728K Buy
991
+45
+5% +$33.5K 0.09% 51
2025
Q2 		$698K Sell
946
-31
-3% -$19.2K 0.1% 51
2025
Q1 		$563K Sell
977
-77
-7% -$49.7K 0.08% 62
2024
Q4 		$617K Buy
1,054
+208
+25% +$122K 0.08% 70
2024
Q3 		$484K Hold
846
– – 0.06% 100
2024
Q2 		$427K Hold
846
– – 0.06% 93
2024
Q1 		$411K Sell
846
-7
-0.8% -$3.12K 0.06% 98
2023
Q4 		$302K Buy
853
+197
+30% +$64.2K 0.04% 108
2023
Q3 		$197K Buy
+656
New +$198K 0.03% 114

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

Provenance Wealth Advisors's META Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 84% in Q2 2026, buying an estimated $282K and bringing the position to 1,007 shares worth $567K. The position accounts for 0.05% of the portfolio, ranked #65.

Provenance Wealth Advisors first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $728K in Q3 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Provenance Wealth Advisors held 1,007 shares of Meta Platforms (Facebook) worth $567K as of Q2 2026.
  • Provenance Wealth Advisors bought 461 Meta Platforms (Facebook) shares in Q2 2026, an estimated $282K.
  • Meta Platforms (Facebook) made up 0.05% of Provenance Wealth Advisors's portfolio in Q2 2026, its #65 holding.
  • Provenance Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Meta Platforms (Facebook) position peaked at $728K in Q3 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.