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

Physician 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 		$987K Sell
1,752
-189
-10% -$116K 0.12% 80
2026
Q1 		$1.11M Buy
1,941
+202
+12% +$129K 0.15% 70
2025
Q4 		$1.15M Sell
1,739
-189
-10% -$126K 0.16% 65
2025
Q3 		$1.42M Buy
1,928
+384
+25% +$286K 0.2% 59
2025
Q2 		$1.14M Buy
1,544
+151
+11% +$93.3K 0.18% 63
2025
Q1 		$803K Buy
1,393
+46
+3% +$29.7K 0.14% 75
2024
Q4 		$789K Sell
1,347
-53
-4% -$31.1K 0.13% 76
2024
Q3 		$821K Sell
1,400
-923
-40% -$475K 0.15% 72
2024
Q2 		$1.14M Buy
2,323
+156
+7% +$75.8K 0.21% 63
2024
Q1 		$1.08M Buy
2,167
+20
+0.9% +$8.92K 0.23% 63
2023
Q4 		$820K Sell
2,147
-289
-12% -$94.1K 0.18% 67
2023
Q3 		$776K Hold
2,436
– – 0.2% 62
2023
Q2 		$697K Buy
2,436
+84
+4% +$20.7K 0.17% 65
2023
Q1 		$507K Sell
2,352
-30
-1% -$5.11K 0.13% 75
2022
Q4 		$341K Sell
2,382
-795
-25% -$93.4K 0.09% 98
2022
Q3 		$442K Buy
3,177
+219
+7% +$35.5K 0.14% 80
2022
Q2 		$473K Buy
2,958
+185
+7% +$35.7K 0.14% 80
2022
Q1 		$620K Sell
2,773
-29
-1% -$7.25K 0.16% 72
2021
Q4 		$930K Buy
2,802
+252
+10% +$83.7K 0.24% 57
2021
Q3 		$828K Buy
2,550
+3
+0.1% +$1.08K 0.23% 58
2021
Q2 		$894K Sell
2,547
-122
-5% -$39.1K 0.26% 54
2021
Q1 		$824K Sell
2,669
-170
-6% -$45.8K 0.27% 55
2020
Q4 		$765K Buy
2,839
+528
+23% +$145K 0.26% 53
2020
Q3 		$604K Sell
2,311
-385
-14% -$99.3K 0.24% 55
2020
Q2 		$709K Buy
2,696
+69
+3% +$14.4K 0.29% 52
2020
Q1 		$479K Sell
2,627
-489
-16% -$95.7K 0.24% 56
2019
Q4 		$691K Hold
3,116
– – 0.31% 44
2019
Q3 		$623K Buy
+3,116
New +$592K 0.3% 48

Other funds holding META

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Meta Platforms (Facebook) (META) stake by 9.7% in Q2 2026, selling an estimated $116K and leaving 1,752 shares worth $987K. The position accounts for 0.12% of the portfolio, ranked #80.

Physician Wealth Advisors first reported a position in META in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.42M in Q3 2025. 2,382 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Physician Wealth Advisors held 1,752 shares of Meta Platforms (Facebook) worth $987K as of Q2 2026.
  • Physician Wealth Advisors sold 189 Meta Platforms (Facebook) shares in Q2 2026, an estimated $116K.
  • Meta Platforms (Facebook) made up 0.12% of Physician Wealth Advisors's portfolio in Q2 2026, its #80 holding.
  • Physician Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2019 and has held it in 28 quarters since.
  • Physician Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.42M in Q3 2025.
  • 2,382 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.