Dopkins Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Dopkins Wealth Management’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	$312K	Sell	553 -41	-7%	-$25.1K	0.11%	72
2026 Q1	$340K	Buy	594 +91	+18%	+$58.3K	0.14%	66
2025 Q4	$332K	Buy	503 +2	+0.4%	+$1.34K	0.14%	63
2025 Q3	$368K	Hold	501	–	–	0.16%	60
2025 Q2	$370K	Hold	501	–	–	0.17%	57
2025 Q1	$289K	Hold	501	–	–	0.15%	63
2024 Q4	$293K	Buy	501 +1	+0.2%	+$587	0.15%	64
2024 Q3	$286K	Hold	500	–	–	0.23%	46
2024 Q2	$252K	Hold	500	–	–	0.15%	66
2024 Q1	$243K	Buy	+500	New	+$223K	0.15%	65

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

Dopkins Wealth Management's META Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 6.9% in Q2 2026, selling an estimated $25.1K and leaving 553 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #72.

Dopkins Wealth Management first reported a position in META in Q1 2024 and has held it in 10 quarters since. The position peaked at $370K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

Dopkins Wealth Management held 553 shares of Meta Platforms (Facebook) worth $312K as of Q2 2026.
Dopkins Wealth Management sold 41 Meta Platforms (Facebook) shares in Q2 2026, an estimated $25.1K.
Meta Platforms (Facebook) made up 0.11% of Dopkins Wealth Management's portfolio in Q2 2026, its #72 holding.
Dopkins Wealth Management first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 10 quarters since.
Dopkins Wealth Management's Meta Platforms (Facebook) position peaked at $370K in Q2 2025.
5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.