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Atria Wealth Solutions’s Meta Platforms (Facebook) META Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-500
Closed -$293K – 1997
2024
Q4 		$293K Buy
+500
New +$293K ﹤0.01% 1560
2022
Q3 		– Sell
-49,737
Closed -$8.03M – 1812
2022
Q2 		$8.03M Buy
+49,737
New +$9.6M 0.15% 144

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atria Wealth Solutions's META Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Meta Platforms (Facebook) (META) stake by 59% in Q2 2025, selling an estimated $39.1M and leaving 44,398 shares worth $32.6M. The position accounts for 0.74% of the portfolio, ranked #16.

Atria Wealth Solutions first reported a position in META in Q1 2022 and has held it in 14 quarters since. The position peaked at $68.4M in Q3 2024. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Atria Wealth Solutions held 44,398 shares of Meta Platforms (Facebook) worth $32.6M as of Q2 2025.
  • Atria Wealth Solutions sold 63,264 Meta Platforms (Facebook) shares in Q2 2025, an estimated $39.1M.
  • Meta Platforms (Facebook) made up 0.74% of Atria Wealth Solutions's portfolio in Q2 2025, its #16 holding.
  • Atria Wealth Solutions first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Meta Platforms (Facebook) position peaked at $68.4M in Q3 2024.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.