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Bordeaux Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Bordeaux Wealth Advisors’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
Q2 		$15M Buy
20,370
+8,201
+67% +$5.07M 1.93% 10
2025
Q1 		$7.01M Buy
12,169
+658
+6% +$425K 1.3% 19
2024
Q4 		$6.74M Buy
11,511
+229
+2% +$134K 1.08% 20
2024
Q3 		$6.46M Buy
11,282
+1,218
+12% +$627K 1.17% 20
2024
Q2 		$5.07M Buy
10,064
+941
+10% +$457K 0.97% 23
2024
Q1 		$4.43M Sell
9,123
-31,744
-78% -$14.2M 1.47% 13
2023
Q4 		$14.5M Buy
40,867
+8,195
+25% +$2.67M 4.89% 5
2023
Q3 		$9.81M Buy
32,672
+304
+0.9% +$91.6K 3.97% 6
2023
Q2 		$9.29M Sell
32,368
-1,070
-3% -$264K 3.81% 7
2023
Q1 		$7.09M Buy
33,438
+1,275
+4% +$217K 3.65% 7
2022
Q4 		$3.87M Buy
32,163
+30,315
+1,640% +$3.56M 2.12% 13
2022
Q3 		$251K Buy
1,848
+21
+1% +$3.4K 0.16% 72
2022
Q2 		$295K Sell
1,827
-1,432
-44% -$276K 0.2% 67
2022
Q1 		$725K Buy
3,259
+533
+20% +$133K 0.39% 43
2021
Q4 		$917K Buy
2,726
+617
+29% +$205K 0.42% 41
2021
Q3 		$716K Hold
2,109
– – 0.41% 39
2021
Q2 		$733K Buy
2,109
+1,016
+93% +$326K 0.42% 40
2021
Q1 		$322K Sell
1,093
-35
-3% -$9.42K 0.22% 54
2020
Q4 		$308K Buy
+1,128
New +$309K 0.23% 54

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

Bordeaux Wealth Advisors's META Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 67% in Q2 2025, buying an estimated $5.07M and bringing the position to 20,370 shares worth $15M. The position accounts for 1.93% of the portfolio, ranked #10.

Bordeaux Wealth Advisors first reported a position in META in Q4 2020 and has held it in 19 quarters since. 4,831 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Bordeaux Wealth Advisors held 20,370 shares of Meta Platforms (Facebook) worth $15M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 8,201 Meta Platforms (Facebook) shares in Q2 2025, an estimated $5.07M.
  • Meta Platforms (Facebook) made up 1.93% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #10 holding.
  • Bordeaux Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 19 quarters since.
  • 4,831 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.