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

Certus 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 		$327K Hold
445
– – 0.2% 51
2025
Q2 		$328K Hold
445
– – 0.21% 48
2025
Q1 		$285K Hold
445
– – 0.19% 48
2024
Q4 		$319K Buy
445
+5
+1% +$2.94K 0.21% 47
2024
Q3 		$252K Hold
440
– – 0.18% 48
2024
Q2 		$222K Buy
+440
New +$214K 0.17% 51

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Certus Wealth Management held its Meta Platforms (Facebook) (META) position steady in Q3 2025 at 445 shares worth $327K. The position accounts for 0.2% of the portfolio, ranked #51.

Certus Wealth Management first reported a position in META in Q2 2024 and has held it in 6 quarters since. The position peaked at $328K in Q2 2025. 4,903 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Certus Wealth Management held 445 shares of Meta Platforms (Facebook) worth $327K as of Q3 2025.
  • Certus Wealth Management left its Meta Platforms (Facebook) share count unchanged in Q3 2025.
  • Meta Platforms (Facebook) made up 0.2% of Certus Wealth Management's portfolio in Q3 2025, its #51 holding.
  • Certus Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 6 quarters since.
  • Certus Wealth Management's Meta Platforms (Facebook) position peaked at $328K in Q2 2025.
  • 4,903 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.