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

Congress 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 		$130M Buy
176,762
+38,432
+28% +$23.7M 1.26% 6
2025
Q1 		$79.9M Buy
138,330
+27,121
+24% +$17.5M 0.96% 11
2024
Q4 		$65.1M Sell
111,209
-26,066
-19% -$15.3M 0.9% 16
2024
Q3 		$78.6M Buy
137,275
+31,504
+30% +$16.2M 1.05% 14
2024
Q2 		$53.3M Buy
105,771
+43,285
+69% +$21M 0.85% 20
2024
Q1 		$30.3M Buy
62,486
+15,949
+34% +$7.11M 0.52% 42
2023
Q4 		$16.5M Buy
46,537
+38,333
+467% +$12.5M 0.3% 83
2023
Q3 		$2.46M Buy
8,204
+2,376
+41% +$716K 0.05% 278
2023
Q2 		$1.67M Sell
5,828
-697
-11% -$172K 0.04% 287
2023
Q1 		$1.38M Buy
6,525
+496
+8% +$84.5K 0.03% 312
2022
Q4 		$726K Sell
6,029
-1,886
-24% -$221K 0.02% 368
2022
Q3 		$1.07M Sell
7,915
-810
-9% -$131K 0.03% 328
2022
Q2 		$1.41M Sell
8,725
-2,352
-21% -$454K 0.04% 307
2022
Q1 		$2.46M Sell
11,077
-31,240
-74% -$7.81M 0.05% 278
2021
Q4 		$14.2M Buy
+42,317
New +$14M 0.28% 93

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

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

Congress Wealth Management increased its Meta Platforms (Facebook) (META) stake by 28% in Q2 2025, buying an estimated $23.7M and bringing the position to 176,762 shares worth $130M. The position accounts for 1.26% of the portfolio, ranked #6.

Congress Wealth Management first reported a position in META in Q4 2021 and has held it in 15 quarters since. 4,841 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Congress Wealth Management held 176,762 shares of Meta Platforms (Facebook) worth $130M as of Q2 2025.
  • Congress Wealth Management bought 38,432 Meta Platforms (Facebook) shares in Q2 2025, an estimated $23.7M.
  • Meta Platforms (Facebook) made up 1.26% of Congress Wealth Management's portfolio in Q2 2025, its #6 holding.
  • Congress Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 15 quarters since.
  • 4,841 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.