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

Rockline 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 		$18.2M Sell
32,263
-892
-3% -$545K 3.48% 7
2026
Q1 		$19M Sell
33,155
-223
-0.7% -$143K 4.12% 4
2025
Q4 		$22M Buy
33,378
+909
+3% +$607K 4.49% 4
2025
Q3 		$23.8M Buy
32,469
+1,500
+5% +$1.12M 4.94% 4
2025
Q2 		$22.9M Buy
30,969
+1,471
+5% +$909K 5.41% 4
2025
Q1 		$17M Buy
29,498
+7,299
+33% +$4.71M 4.73% 4
2024
Q4 		$13M Buy
22,199
+1,065
+5% +$625K 3.47% 4
2024
Q3 		$12.1M Buy
21,134
+1,914
+10% +$985K 3.41% 4
2024
Q2 		$9.69M Buy
19,220
+4,478
+30% +$2.18M 2.99% 5
2024
Q1 		$7.16M Buy
14,742
+904
+7% +$403K 2.5% 5
2023
Q4 		$4.9M Buy
+13,838
New +$4.51M 2.03% 10

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Rockline Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 2.7% in Q2 2026, selling an estimated $545K and leaving 32,263 shares worth $18.2M. The position accounts for 3.48% of the portfolio, ranked #7.

Rockline Wealth Management first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.8M in Q3 2025. 5,030 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Rockline Wealth Management held 32,263 shares of Meta Platforms (Facebook) worth $18.2M as of Q2 2026.
  • Rockline Wealth Management sold 892 Meta Platforms (Facebook) shares in Q2 2026, an estimated $545K.
  • Meta Platforms (Facebook) made up 3.48% of Rockline Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Rockline Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Meta Platforms (Facebook) position peaked at $23.8M in Q3 2025.
  • 5,030 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Rockline Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.