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

FSR 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	$1.65M	Sell	2,934 -18	-0.6%	-$11K	1.88%	15
2026 Q1	$1.69M	Sell	2,952 -18	-0.6%	-$11.5K	2.09%	15
2025 Q4	$1.96M	Buy	2,970 +6	+0.2%	+$4.01K	2.3%	15
2025 Q3	$2.18M	Sell	2,964 -9	-0.3%	-$6.7K	2.58%	13
2025 Q2	$2.19M	Sell	2,973 -42	-1%	-$26K	2.82%	12
2025 Q1	$1.74M	Buy	3,015 +114	+4%	+$73.5K	2.29%	12
2024 Q4	$1.7M	Buy	+2,901	New	+$1.7M	2.14%	13

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

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

FSR Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 0.61% in Q2 2026, selling an estimated $11K and leaving 2,934 shares worth $1.65M. The position accounts for 1.88% of the portfolio, ranked #15.

FSR Wealth Management first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

FSR Wealth Management held 2,934 shares of Meta Platforms (Facebook) worth $1.65M as of Q2 2026.
FSR Wealth Management sold 18 Meta Platforms (Facebook) shares in Q2 2026, an estimated $11K.
Meta Platforms (Facebook) made up 1.88% of FSR Wealth Management's portfolio in Q2 2026, its #15 holding.
FSR Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
FSR Wealth Management's Meta Platforms (Facebook) position peaked at $2.19M in Q2 2025.
5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on FSR Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.