Question 1

Does EP Wealth Advisors own META stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 262,961 shares of META (Meta Platforms), worth $148.1M.

Question 2

How many shares of META does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 262,961 shares of META (Meta Platforms).

Question 3

What is EP Wealth Advisors' META position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' META position is worth $148.1M.

Question 4

Is EP Wealth Advisors buying or selling META?

Accepted Answer

In Q2 2026, EP Wealth Advisors increased its META position by 37,956 shares (+16.9%).

Question 5

When did EP Wealth Advisors first buy META?

Accepted Answer

EP Wealth Advisors already held META in its Q4 2018 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	262,961	+16.9%	$148.1M	0.6%	$562.85	50
2026-Q1	Increased	225,005	+8.5%	$128.7M	0.6%	$571.15	46
2025-Q4	Increased	207,297	+14.7%	$136.8M	0.7%	$658.40	49
2025-Q2	Decreased	180,668	-3.8%	$133.3M	0.9%	$735.10	0
2025-Q1	Decreased	187,851	-1.0%	$108.3M	0.9%	$573.58	0
2024-Q4	Decreased	189,774	-5.1%	$111.1M	0.9%	$582.17	0
2024-Q3	Increased	200,006	+12.5%	$114.5M	1.0%	$568.72	48