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Copperleaf Capital’s Meta Platforms (Facebook) META Stock Holding History

Copperleaf Capital’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 		$2.86M Sell
3,890
-517
-12% -$385K 1.37% 22
2025
Q2 		$3.25M Sell
4,407
-174
-4% -$108K 1.65% 13
2025
Q1 		$2.64M Buy
4,581
+175
+4% +$113K 1.58% 14
2024
Q4 		$2.58M Buy
4,406
+415
+10% +$244K 1.63% 17
2024
Q3 		$2.28M Buy
3,991
+34
+0.9% +$17.5K 1.75% 15
2024
Q2 		$2M Buy
3,957
+253
+7% +$123K 1.6% 18
2024
Q1 		$1.8M Sell
3,704
-573
-13% -$256K 1.56% 18
2023
Q4 		$1.51M Buy
4,277
+6
+0.1% +$1.95K 1.54% 20
2023
Q3 		$1.28M Sell
4,271
-2,108
-33% -$635K 1.39% 23
2023
Q2 		$1.83M Buy
6,379
+548
+9% +$135K 1.72% 17
2023
Q1 		$1.24M Sell
5,831
-1,120
-16% -$191K 1.23% 28
2022
Q4 		$836K Sell
6,951
-1,054
-13% -$124K 0.96% 33
2022
Q3 		$1.09M Buy
8,005
+1,808
+29% +$293K 1.17% 27
2022
Q2 		$999K Buy
6,197
+185
+3% +$35.7K 1.01% 31
2022
Q1 		$1.34M Buy
6,012
+620
+11% +$155K 1.19% 29
2021
Q4 		$1.81M Sell
5,392
-1,299
-19% -$431K 1.57% 22
2021
Q3 		$2.27M Sell
6,691
-257
-4% -$92.6K 2.19% 17
2021
Q2 		$2.42M Sell
6,948
-221
-3% -$70.9K 2.37% 13
2021
Q1 		$2.11M Buy
7,169
+216
+3% +$58.2K 2.25% 14
2020
Q4 		$1.9M Sell
6,953
-466
-6% -$128K 1.62% 20
2020
Q3 		$1.94M Sell
7,419
-6
-0.1% -$1.55K 1.87% 19
2020
Q2 		$1.69M Sell
7,425
-327
-4% -$68.3K 1.75% 21
2020
Q1 		$1.29M Sell
7,752
-686
-8% -$134K 1.55% 21
2019
Q4 		$1.73M Buy
+8,438
New +$1.63M 1.76% 19

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

Copperleaf Capital's META Position: Q3 2025 in Review

Copperleaf Capital reduced its Meta Platforms (Facebook) (META) stake by 12% in Q3 2025, selling an estimated $385K and leaving 3,890 shares worth $2.86M. The position accounts for 1.37% of the portfolio, ranked #22.

Copperleaf Capital first reported a position in META in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.25M in Q2 2025. 4,902 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Copperleaf Capital held 3,890 shares of Meta Platforms (Facebook) worth $2.86M as of Q3 2025.
  • Copperleaf Capital sold 517 Meta Platforms (Facebook) shares in Q3 2025, an estimated $385K.
  • Meta Platforms (Facebook) made up 1.37% of Copperleaf Capital's portfolio in Q3 2025, its #22 holding.
  • Copperleaf Capital first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 24 quarters since.
  • Copperleaf Capital's Meta Platforms (Facebook) position peaked at $3.25M in Q2 2025.
  • 4,902 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.