Envestnet Portfolio Solutions, Inc.

SEC CIK
0001998033

META holding history

Meta Platforms, Inc.

Every 13F filing in which Envestnet Portfolio Solutions, Inc. reported holding META, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull portfolio

Envestnet Portfolio Solutions, Inc.: META holding by quarter
QuarterSharesValue% of portfolioChange in sharesAction
Q2 2026119,557$67.33M0.32%+7,184+6.4%Added
Q1 2026112,373$64.29M0.36%−52,426−31.8%Reduced
Q4 2025164,799$108.77M0.38%+16,001+10.8%Added
Q3 2025148,798$109.27M0.40%+2,650+1.8%Added
Q2 2025146,148$107.87M0.40%+12,595+9.4%Added
Q1 2025133,553$76.97M0.29%−20,189−13.1%Reduced
Q4 2024153,742$90.02M0.29%+10,410+7.3%Added
Q3 2024143,332$82.05M0.27%+6,318+4.6%Added
Q2 2024137,014$69.09M0.24%+8,012+6.2%Added
Q1 2024129,002$62.64M0.24%+13,264+11.5%Added
Q4 2023115,738$40.97M0.17%−21,261−15.5%Reduced
Q3 2023136,999$41.13M0.19%+136,999New