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DHK Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

DHK Financial 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
2025
Q2 		$250K Sell
338
-10
-3% -$6.18K 0.14% 84
2025
Q1 		$201K Sell
348
-60
-15% -$38.7K 0.11% 89
2024
Q4 		$239K Hold
408
– – 0.15% 82
2024
Q3 		$234K Sell
408
-92
-18% -$47.3K 0.14% 77
2024
Q2 		$252K Buy
+500
New +$243K 0.18% 72

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DHK Financial Advisors's META Position: Q2 2025 in Review

DHK Financial Advisors reduced its Meta Platforms (Facebook) (META) stake by 2.9% in Q2 2025, selling an estimated $6.18K and leaving 338 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #84.

DHK Financial Advisors first reported a position in META in Q2 2024 and has held it in 5 quarters since. The position peaked at $252K in Q2 2024. 4,840 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • DHK Financial Advisors held 338 shares of Meta Platforms (Facebook) worth $250K as of Q2 2025.
  • DHK Financial Advisors sold 10 Meta Platforms (Facebook) shares in Q2 2025, an estimated $6.18K.
  • Meta Platforms (Facebook) made up 0.14% of DHK Financial Advisors's portfolio in Q2 2025, its #84 holding.
  • DHK Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 5 quarters since.
  • DHK Financial Advisors's Meta Platforms (Facebook) position peaked at $252K in Q2 2024.
  • 4,840 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.