CAWM
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Capital A Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Capital A 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
Q2 		$104K Sell
294
-243
-45% -$150K 1.16% 10
2025
Q1 		$310K Buy
537
+8
+2% +$5.16K 0.32% 36
2024
Q4 		$310K Buy
+529
New +$311K 0.51% 46

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

Capital A Wealth Management's META Position: Q2 2025 in Review

Capital A Wealth Management reduced its Meta Platforms (Facebook) (META) stake by 45% in Q2 2025, selling an estimated $150K and leaving 294 shares worth $104K. The position accounts for 1.16% of the portfolio, ranked #10.

Capital A Wealth Management first reported a position in META in Q4 2024 and has held it in 3 quarters since. The position peaked at $310K in Q4 2024. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Capital A Wealth Management held 294 shares of Meta Platforms (Facebook) worth $104K as of Q2 2025.
  • Capital A Wealth Management sold 243 Meta Platforms (Facebook) shares in Q2 2025, an estimated $150K.
  • Meta Platforms (Facebook) made up 1.16% of Capital A Wealth Management's portfolio in Q2 2025, its #10 holding.
  • Capital A Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Meta Platforms (Facebook) position peaked at $310K in Q4 2024.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.