META FACEBOOK INC

Ownership history in NewEdge Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which NewEdge Wealth, LLC reported a position in FACEBOOK INC (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.38% (2025 Q2)
Avg. % of fund
1.47%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 231,939 +22,441 +10.7% 1.73% $153.1M $659.53
2025 Q3 ADDED 209,498 +10,042 +5.0% 1.91% $133.2M $733.15
2025 Q2 REDUCED 199,456 -10,819 -5.1% 2.38% $152.0M $736.36
2025 Q1 ADDED 210,275 +9,001 +4.5% 2.20% $121.2M $574.57
2024 Q4 ADDED 201,274 +10,469 +5.5% 2.04% $117.8M $583.17
2024 Q3 ADDED 190,805 +9,861 +5.4% 1.97% $109.2M $569.69
2024 Q2 REDUCED 180,944 -949 -0.5% 1.98% $91.2M $501.32
2024 Q1 ADDED 181,893 +23,479 +14.8% 1.80% $80.3M $482.31
2023 Q4 ADDED 158,414 +26,416 +20.0% 1.43% $56.1M $351.20
2023 Q3 ADDED 131,998 +25,449 +23.9% 1.26% $39.6M $297.87
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    META price (monthly, adj. close)
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