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

Centricity 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 		$114K Hold
155
– – 0.09% 114
2025
Q1 		$89.3K Hold
155
– – 0.08% 121
2024
Q4 		$90.8K Buy
+155
New +$91K 0.08% 122

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 $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Centricity Wealth Management's META Position: Q2 2025 in Review

Centricity Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q2 2025 at 155 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #114.

Centricity Wealth Management first reported a position in META in Q4 2024 and has held it in 3 quarters since. 4,841 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Centricity Wealth Management held 155 shares of Meta Platforms (Facebook) worth $114K as of Q2 2025.
  • Centricity Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q2 2025.
  • Meta Platforms (Facebook) made up 0.09% of Centricity Wealth Management's portfolio in Q2 2025, its #114 holding.
  • Centricity Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 3 quarters since.
  • 4,841 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.