META — FACEBOOK INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  53 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported FACEBOOK INC (META) in 53 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2025 Q2. The latest visible filing shows META at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in FACEBOOK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

META was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

META stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 20 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 325,768 -391,143 -54.6% 0.34% $165.4M 2026-04-08 $612.42
2025 Q4 ADDED 716,911 +714,171 +26064.6% 0.64% $473.7M 2026-01-08 $645.51
2025 Q3 REDUCED 2,740 -623,589 -99.6% 0.00% $580K 2025-10-29 $750.41
2025 Q3 ADDED 626,329 +622,429 +15959.7% 0.68% $446.5M 2025-10-29 $750.41
2025 Q2 REDUCED 3,900 -595,590 -99.3% 0.00% $1.0M 2025-07-10 $725.54
2025 Q2 ADDED 599,490 +596,090 +17532.1% 0.71% $431.0M 2025-07-10 $725.54
2025 Q1 REDUCED 3,400 -484,272 -99.3% 0.00% $496K 2025-04-16 $500.75
2025 Q1 ADDED 487,672 +140,079 +40.3% 0.54% $281.1M 2025-04-16 $500.75
2024 Q4 ADDED 347,593 +341,593 +5693.2% 0.40% $199.0M 2025-01-10 $613.40
2024 Q4 ADDED 6,000 +5,300 +757.1% 0.00% $965K 2025-01-10 $613.40
2024 Q4 REDUCED 700 -343,138 -99.8% 0.00% $10K 2025-01-10 $613.40
2024 Q3 ADDED 343,838 +343,138 +49019.7% 0.42% $196.8M 2024-10-24 $565.06
2024 Q3 REDUCED 700 -5,300 -88.3% 0.00% $10K 2024-10-24 $565.06
2024 Q3 ADDED 6,000 +5,900 +5900.0% 0.00% $965K 2024-10-24 $565.06
2024 Q2 REDUCED 100 -600 -85.7% 0.00% $9K 2024-07-16 $486.98
2024 Q2 REDUCED 700 -290,616 -99.8% 0.00% $21K 2024-07-16 $486.98
2024 Q2 ADDED 291,316 +290,616 +41516.6% 0.35% $146.9M 2024-07-16 $486.98
2024 Q1 REDUCED 700 -246,056 -99.7% 0.00% $30K 2024-04-15 $496.86
2024 Q1 ADDED 246,756 +24,355 +11.0% 0.31% $119.8M 2024-04-15 $496.86
2023 Q4 ADDED 222,401 +14,095 +6.8% 0.23% $78.7M 2024-01-30 $396.94
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

AMS Capital Ltda 3Y 7Y 6.68% Overbrook Management Corp 3Y 7Y 5.11% Generali Investments, Management Co LLC 4.43% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 3.7% AVITY INVESTMENT MANAGEMENT INC. 3Y 7Y 3.64% BDF-GESTION 3.6% Washington Trust Advisors, Inc. 3Y 3.32% FRANKLIN STREET ADVISORS INC /NC 3Y 7Y 3.11% TOWER TRUST & INVESTMENT Co 3.08% OP Asset Management Ltd 2.94%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and META

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning META?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported META across 20 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported META position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for META was 0.71% in 2025 Q2.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 325,768 shares, equal to 0.34% of portfolio, with an estimated market value of $165.4M.

What does the chart on this META ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly META portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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