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METAMETA
30 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in META PLATFORMS INC-CLASS A

AE Wealth Management LLC holds 376,868 shares of META (META PLATFORMS INC-CLASS A), worth $212.3M as of 2026-Q2. The position was increased (+4.8% shares). META represents 1.0% of AE Wealth Management LLC's portfolio.

Current Value

$212.3M

Current Shares

376,868

Total Value Change

+$207.9M

Total Shares Change

+350,366

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
376,868
+4.8%
$212.3M1.0%$563.29
45
2026-Q1
Increased
359,570
+3.5%
$205.7M1.1%$655.08
50
2025-Q4
Increased
347,551
+11.7%
$229.4M1.3%$665.95
54
2025-Q3
Increased
311,172
+4.4%
$228.5M1.5%$742.79
51
2025-Q2
Increased
298,119
+28.6%
$220M1.6%$732.54
60
2025-Q1
Increased
231,761
+17.7%
$133.6M1.1%$575.44
56
2024-Q4
Increased
196,856
+18.6%
$115.3M1.0%$589.38
50
2024-Q3
Increased
165,964
+0.5%
$95M0.9%$565.12
42
2024-Q2
Increased
165,105
+12.3%
$83.2M0.8%$501.75
47
2024-Q1
Decreased
146,975
-41.2%
$71.4M0.8%$482.72
0
2023-Q4
Increased
249,958
+13.1%
$98.5M0.5%$351.50
48
2023-Q3
Increased
220,967
+22.5%
$66.3M0.4%$298.13
43
2023-Q2
Decreased
180,445
-18.1%
$51.8M0.3%$279.58
0
2023-Q1
Increased
220,319
+5.4%
$46.7M0.3%$206.40
37
2022-Q4
Increased
209,065
+33.9%
$25.2M0.2%$119.51
44
2022-Q3
Decreased
156,172
-7.2%
$21.2M0.2%$135.46
0
2022-Q2
Increased
168,230
+3.7%
$27.1M0.2%$162.80
36
2022-Q1
Increased
162,223
+18.0%
$36.1M0.2%$226.27
41
2021-Q4
Increased
137,477
+11.3%
$46.2M0.3%$341.97
39
2021-Q3
Increased
123,473
+6.4%
$41.9M0.3%$337.25
37
2021-Q2
Increased
116,002
+13.0%
$40.3M0.4%$349.45
39
2021-Q1
Increased
102,654
+2.4%
$30.2M0.3%$286.00
35
2020-Q4
Increased
100,210
+1.1%
$27.4M0.3%$269.98
35
2020-Q3
Increased
99,133
+20.3%
$26M0.4%$259.97
41
2020-Q2
Increased
82,420
+42.6%
$18.7M0.3%$219.11
45
2020-Q1
Increased
57,785
+12.6%
$9.6M0.2%$164.80
37
2019-Q4
Increased
51,319
+19.6%
$10.5M0.2%$202.99
39
2019-Q3
Decreased
42,926
-0.7%
$7.6M0.2%$175.87
0
2019-Q2
Increased
43,226
+63.1%
$8.3M0.3%$191.66
48
2019-Q1
New
26,502
-
$4.4M0.3%$165.53
44

Other major holders of META: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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