1858 Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

1858 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
2025 Q3	$5.07M	Sell	6,909 -513	-7%	-$382K	3.56%	5
2025 Q2	$5.48M	Buy	7,422 +588	+9%	+$363K	4.04%	5
2025 Q1	$3.94M	Sell	6,834 -462	-6%	-$298K	3.34%	5
2024 Q4	$4.27M	Buy	7,296 +208	+3%	+$122K	3.38%	4
2024 Q3	$4.06M	Sell	7,088 -140	-2%	-$72K	3.34%	4
2024 Q2	$3.64M	Sell	7,228 -18	-0.2%	-$8.75K	3.02%	5
2024 Q1	$2.56M	Hold	7,246	–	–	2.43%	10
2023 Q4	$2.56M	Buy	+7,246	New	+$2.36M	2.43%	10

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

1858 Wealth Management's META Position: Q3 2025 in Review

1858 Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 6.9% in Q3 2025, selling an estimated $382K and leaving 6,909 shares worth $5.07M. The position accounts for 3.56% of the portfolio, ranked #5.

1858 Wealth Management first reported a position in META in Q4 2023 and has held it in 8 quarters since. The position peaked at $5.48M in Q2 2025. 4,903 funds tracked by Wall St. Rank hold META as of Q3 2025.

1858 Wealth Management held 6,909 shares of Meta Platforms (Facebook) worth $5.07M as of Q3 2025.
1858 Wealth Management sold 513 Meta Platforms (Facebook) shares in Q3 2025, an estimated $382K.
Meta Platforms (Facebook) made up 3.56% of 1858 Wealth Management's portfolio in Q3 2025, its #5 holding.
1858 Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Meta Platforms (Facebook) position peaked at $5.48M in Q2 2025.
4,903 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.