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

Base 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
Q4 		– Sell
-333
Closed -$244K – 63
2025
Q3 		$244K Buy
+333
New +$248K 0.14% 49

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Base Wealth Management's META Position: Q4 2025 in Review

Base Wealth Management sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 333 shares — an estimated $244K sold.

Base Wealth Management first reported a position in META in Q3 2025 and held it in 1 quarter. The position peaked at $244K in Q3 2025. 5,145 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Base Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Base Wealth Management sold 333 Meta Platforms (Facebook) shares in Q4 2025, an estimated $244K.
  • Base Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2025 and held it in 1 quarter.
  • Base Wealth Management's Meta Platforms (Facebook) position peaked at $244K in Q3 2025.
  • 5,145 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Base Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.