How many shares of META does EP Wealth Advisors, LLC own?

As of 2026-Q2, EP Wealth Advisors, LLC holds 262,961 shares of META (META PLATFORMS INC).

What is EP Wealth Advisors, LLC's META position worth?

As of 2026-Q2, EP Wealth Advisors, LLC's META position is worth $148.1M.

In 2026-Q2, EP Wealth Advisors, LLC increased their META position (+16.9% change in shares).

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in META in 2018-Q4. They have held the position across 30 quarters.

Position history for EP Wealth Advisors, LLC's holdings in META PLATFORMS INC

Current Value

$148.1M

Current Shares

262,961

Total Value Change

+$125.9M

Total Shares Change

+93,386

Quarter-by-Quarter History

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
2024-Q2	Increased	177,779	+1.3%	$89.6M	1.0%	$500.46	42
2024-Q1	Decreased	175,548	-1.4%	$85.2M	1.0%	$481.48	0
2023-Q4	Decreased	178,124	-3.7%	$63M	0.8%	$350.60	0
2023-Q3	Increased	185,003	+413x	$55.5M	0.9%	$297.36	67
2023-Q2	Decreased	447	-89.3%	$59.9M	0.9%	$284.26	0
2023-Q1	Decreased	4,163	-97.7%	$241,218	0.0%	$209.93	0
2022-Q4	Increased	182,315	+21.3%	$21.9M	0.4%	$119.20	41
2022-Q3	Increased	150,289	+14.3%	$20.4M	0.5%	$134.39	39
2022-Q2	Increased	131,438	+26.0%	$21.2M	0.5%	$159.72	42
2022-Q1	Decreased	104,329	-1.1%	$23.2M	0.5%	$220.25	0
2021-Q4	Decreased	105,486	-22.2%	$35.5M	0.8%	$333.16	0
2021-Q3	Increased	135,605	+2.7%	$46M	1.3%	$336.17	47
2021-Q2	Increased	132,052	+5.2%	$45.9M	1.3%	$344.41	49
2021-Q1	Increased	125,477	+9.0%	$37M	1.2%	$291.74	50
2020-Q4	Increased	115,156	+4.6%	$31.5M	1.1%	$270.57	48
2020-Q3	Decreased	110,067	-1.5%	$28.8M	1.2%	$259.42	0
2020-Q2	Decreased	111,765	-1.1%	$25.4M	1.1%	$224.92	0
2020-Q1	Increased	112,968	+4.0%	$18.8M	0.9%	$165.22	42
2019-Q4	Decreased	108,615	-33.6%	$22.3M	0.9%	$203.30	0
2019-Q3	Decreased	163,633	-4.4%	$29.1M	1.4%	$176.39	0
2019-Q2	Decreased	171,114	-4.6%	$33M	2.1%	$191.17	0
2019-Q1	Increased	179,417	+5.8%	$29.9M	2.9%	$165.11	52
2018-Q4	First report	169,575	-	$22.2M	1.7%	$129.85	0