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
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 $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

Tred Avon Family Wealth's META Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Meta Platforms (Facebook) (META) stake by 4% in Q1 2026, buying an estimated $98.1K and bringing the position to 4,012 shares worth $2.3M. The position accounts for 0.76% of the portfolio, ranked #25.

Tred Avon Family Wealth first reported a position in META in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.72M in Q3 2025. 5,070 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Tred Avon Family Wealth held 4,012 shares of Meta Platforms (Facebook) worth $2.3M as of Q1 2026.
  • Tred Avon Family Wealth bought 153 Meta Platforms (Facebook) shares in Q1 2026, an estimated $98.1K.
  • Meta Platforms (Facebook) made up 0.76% of Tred Avon Family Wealth's portfolio in Q1 2026, its #25 holding.
  • Tred Avon Family Wealth first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Meta Platforms (Facebook) position peaked at $2.72M in Q3 2025.
  • 5,070 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.