Chokshi & Queen Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Chokshi & Queen Wealth Advisors’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.66M	Sell	6,502 -1,162	-15%	-$711K	1.7%	10
2026 Q1	$4.38M	Sell	7,664 -521	-6%	-$334K	2.34%	7
2025 Q4	$5.4M	Buy	8,185 +2,520	+44%	+$1.68M	2.82%	7
2025 Q3	$4.16M	Buy	5,665 +3,106	+121%	+$2.31M	2.2%	9
2025 Q2	$1.89M	Buy	2,559 +483	+23%	+$298K	1.08%	16
2025 Q1	$1.2M	Sell	2,076 -1,350	-39%	-$871K	0.73%	18
2024 Q4	$2.01M	Buy	+3,426	New	+$2.01M	1.24%	15

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Chokshi & Queen Wealth Advisors's META Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 15% in Q2 2026, selling an estimated $711K and leaving 6,502 shares worth $3.66M. The position accounts for 1.7% of the portfolio, ranked #10.

Chokshi & Queen Wealth Advisors first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.4M in Q4 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q2 2026.

Chokshi & Queen Wealth Advisors held 6,502 shares of Meta Platforms (Facebook) worth $3.66M as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 1,162 Meta Platforms (Facebook) shares in Q2 2026, an estimated $711K.
Meta Platforms (Facebook) made up 1.7% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Chokshi & Queen Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
Chokshi & Queen Wealth Advisors's Meta Platforms (Facebook) position peaked at $5.4M in Q4 2025.
5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.