Navis Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Navis 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	$1.2M	Buy	2,124 +83	+4%	+$50.8K	0.45%	47
2026 Q1	$1.17M	Buy	2,041 +127	+7%	+$81.4K	0.6%	46
2025 Q4	$1.26M	Buy	1,914 +141	+8%	+$94.2K	0.54%	41
2025 Q3	$1.3M	Buy	1,773 +127	+8%	+$94.5K	0.97%	17
2025 Q2	$1.21M	Buy	1,646 +210	+15%	+$130K	1.02%	18
2025 Q1	$828K	Buy	+1,436	New	+$926K	0.81%	26
2021 Q1	–	Sell	-562	Closed	-$154K	–	159
2020 Q4	$154K	Buy	+562	New	+$154K	0.14%	90

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

Navis Wealth Advisors's META Position: Q2 2026 in Review

Navis Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 4.1% in Q2 2026, buying an estimated $50.8K and bringing the position to 2,124 shares worth $1.2M. The position accounts for 0.45% of the portfolio, ranked #47.

Navis Wealth Advisors first reported a position in META in Q4 2020 and has held it in 7 quarters since. The position peaked at $1.3M in Q3 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Navis Wealth Advisors held 2,124 shares of Meta Platforms (Facebook) worth $1.2M as of Q2 2026.
Navis Wealth Advisors bought 83 Meta Platforms (Facebook) shares in Q2 2026, an estimated $50.8K.
Meta Platforms (Facebook) made up 0.45% of Navis Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Navis Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 7 quarters since.
Navis Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.3M in Q3 2025.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

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