TAFW
META icon

Tred Avon Family Wealth’s Meta Platforms (Facebook) META Stock Holding History

Tred Avon Family 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 		$2.29M Buy
4,058
+46
+1% +$28.1K 0.7% 29
2026
Q1 		$2.3M Buy
4,012
+153
+4% +$98.1K 0.76% 25
2025
Q4 		$2.55M Buy
3,859
+160
+4% +$107K 0.83% 22
2025
Q3 		$2.72M Buy
+3,699
New +$2.75M 0.93% 23

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

Tred Avon Family Wealth's META Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Meta Platforms (Facebook) (META) stake by 1.1% in Q2 2026, buying an estimated $28.1K and bringing the position to 4,058 shares worth $2.29M. The position accounts for 0.7% of the portfolio, ranked #29.

Tred Avon Family Wealth first reported a position in META in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.72M in Q3 2025. 5,078 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Tred Avon Family Wealth held 4,058 shares of Meta Platforms (Facebook) worth $2.29M as of Q2 2026.
  • Tred Avon Family Wealth bought 46 Meta Platforms (Facebook) shares in Q2 2026, an estimated $28.1K.
  • Meta Platforms (Facebook) made up 0.7% of Tred Avon Family Wealth's portfolio in Q2 2026, its #29 holding.
  • Tred Avon Family Wealth first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Meta Platforms (Facebook) position peaked at $2.72M in Q3 2025.
  • 5,078 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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