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Berry Wealth Group’s Meta Platforms (Facebook) META Stock Holding History

Berry Wealth Group’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
-372
Closed -$273K – 34
2025
Q3 		$273K Sell
372
-1,638
-81% -$1.22M 0.89% 24
2025
Q2 		$1.48M Buy
2,010
+153
+8% +$94.5K 1.04% 28
2025
Q1 		$1.07M Buy
1,857
+365
+24% +$235K 0.84% 33
2024
Q4 		$874K Buy
1,492
+150
+11% +$88K 0.63% 36
2024
Q3 		$768K Buy
1,342
+74
+6% +$38.1K 0.55% 35
2024
Q2 		$639K Buy
1,268
+139
+12% +$67.6K 0.51% 35
2024
Q1 		$548K Sell
1,129
-41
-4% -$18.3K 0.45% 34
2023
Q4 		$414K Buy
+1,170
New +$381K 0.38% 41

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berry Wealth Group's META Position: Q4 2025 in Review

Berry Wealth Group sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 372 shares — an estimated $273K sold.

Berry Wealth Group first reported a position in META in Q4 2023 and held it in 8 quarters. The position peaked at $1.48M in Q2 2025. 5,138 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Berry Wealth Group reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Berry Wealth Group sold 372 Meta Platforms (Facebook) shares in Q4 2025, an estimated $273K.
  • Berry Wealth Group first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 8 quarters.
  • Berry Wealth Group's Meta Platforms (Facebook) position peaked at $1.48M in Q2 2025.
  • 5,138 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Berry Wealth Group's 13F filing for Q4 2025, filed 4 Feb 2026.