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

CarsonAllaria 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 Q3	–	Sell	-51	Closed	-$37.7K	–	231
2025 Q2	$37.7K	Hold	51	–	–	0.02%	150
2025 Q1	$29.4K	Hold	51	–	–	0.02%	165
2024 Q4	$29.9K	Sell	51 -20	-28%	-$11.7K	0.02%	165
2024 Q3	$40.7K	Buy	71 +16	+29%	+$8.23K	0.02%	142
2024 Q2	$27.8K	Hold	55	–	–	0.02%	163
2024 Q1	$26.7K	Hold	55	–	–	0.02%	170
2023 Q4	$19.5K	Buy	55 +25	+83%	+$8.14K	0.01%	175
2023 Q3	$9.01K	Hold	30	–	–	0.01%	215
2023 Q2	$8.61K	Hold	30	–	–	0.01%	230
2023 Q1	$6.36K	Hold	30	–	–	0.01%	243
2022 Q4	$4K	Sell	30 -37	-55%	-$4.34K	﹤0.01%	248
2022 Q3	$9K	Hold	67	–	–	0.01%	200
2022 Q2	$11K	Hold	67	–	–	0.01%	183
2022 Q1	$15K	Hold	67	–	–	0.01%	172
2021 Q4	$23K	Buy	+67	New	+$22.2K	0.02%	167

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CarsonAllaria Wealth Management's META Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Meta Platforms (Facebook) (META) in Q3 2025, closing a stake of 51 shares — an estimated $37.7K sold.

CarsonAllaria Wealth Management first reported a position in META in Q4 2021 and held it in 15 quarters. The position peaked at $40.7K in Q3 2024. 4,902 funds tracked by Wall St. Rank hold META as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 51 Meta Platforms (Facebook) shares in Q3 2025, an estimated $37.7K.
CarsonAllaria Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Meta Platforms (Facebook) position peaked at $40.7K in Q3 2024.
4,902 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.