Ep Wealth Advisors, LLC / META
Ep Wealth Advisors, LLC’s Meta Platforms Inc Position
Does Ep Wealth Advisors, LLC own Meta Platforms Inc (META)? Yes — 225.0K shares worth $129M (+0.63% of its 13F portfolio) as of Q1 2026, up from 207.3K shares the prior filed quarter.
Position Value
$129M
Q1 2026
Shares
225.0K
% of Portfolio
+0.63%
Quarters Held
27
currently held
Position History META
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 225.0K | $129M | +0.63% |
| Q4 2025 | 207.3K | $137M | +0.71% |
| Q2 2025 | 180.7K | $133M | +0.88% |
| Q1 2025 | 187.9K | $108M | +0.86% |
| Q4 2024 | 189.8K | $111M | +0.91% |
| Q3 2024 | 200.0K | $114M | +0.98% |
| Q2 2024 | 177.8K | $90M | +0.95% |
| Q1 2024 | 175.5K | $85M | +1.00% |
| Q4 2023 | 178.1K | $63M | +0.80% |
| Q3 2023 | 185.0K | $56M | +0.86% |
| Q2 2023 | 447 | $60M | +0.86% |
| Q4 2022 | 150.3K | $20M | +0.46% |
| Q2 2022 | 131.4K | $21M | +0.48% |
| Q1 2022 | 104.3K | $23M | +0.51% |
| Q4 2021 | 105.5K | $35M | +0.84% |
| Q3 2021 | 135.6K | $46M | +1.26% |
| Q2 2021 | 132.1K | $46M | +1.27% |
| Q1 2021 | 125.5K | $37M | +1.17% |
| Q4 2020 | 115.2K | $31M | +1.11% |
| Q3 2020 | 110.1K | $29M | +1.24% |
| Q2 2020 | 111.8K | $25M | +1.08% |
| Q1 2020 | 113.0K | $19M | +0.92% |
| Q4 2019 | 108.6K | $22M | +0.92% |
| Q3 2019 | 163.6K | $29M | +1.45% |
| Q2 2019 | 171.1K | $33M | +2.06% |
| Q1 2019 | 179.4K | $30M | +2.88% |
| Q4 2018 | 169.6K | $22M | +1.71% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ep Wealth Advisors, LLC’s full portfolio or all institutional holders of META.