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

NewEdge Wealth, LLC holds 219,387 shares of META (META PLATFORMS INC), worth $125.5M as of 2026-Q1. The position was decreased (-5.4% shares). META represents 1.5% of NewEdge Wealth, LLC's portfolio.

Current Value

$125.5M

Current Shares

219,387

Total Value Change

+$34.3M

Total Shares Change

+38,443

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
219,387
-5.4%
$125.5M1.5%$655.08
0
2025-Q4
Increased
231,939
+10.7%
$153.1M1.7%$665.95
53
2025-Q3
Increased
209,498
+5.0%
$133.2M1.9%$742.79
50
2025-Q2
Decreased
199,456
-5.2%
$152M2.4%$732.54
0
2025-Q1
Increased
210,275
+4.5%
$121.2M2.2%$575.44
54
2024-Q4
Increased
201,274
+5.5%
$117.8M2.0%$589.38
55
2024-Q3
Increased
190,805
+5.5%
$109.2M2.0%$565.12
50
2024-Q2
Decreased
180,944
-0.5%
$91.2M2.0%$501.75
0

Other major holders of META: VANGUARD GROUP INC, BlackRock, Inc.

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