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Crestmont Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Crestmont Private Wealth’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
Q4 		– Sell
-289
Closed -$212K – 101
2025
Q3 		$212K Sell
289
-28
-9% -$20.8K 0.07% 86
2025
Q2 		$234K Buy
+317
New +$196K 0.08% 70
2024
Q4 		– Sell
-381
Closed -$218K – 104
2024
Q3 		$218K Buy
+381
New +$196K 0.1% 94

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Crestmont Private Wealth's META Position: Q4 2025 in Review

Crestmont Private Wealth sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 289 shares — an estimated $212K sold.

Crestmont Private Wealth first reported a position in META in Q3 2024 and held it in 3 quarters. The position peaked at $234K in Q2 2025. 5,158 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Crestmont Private Wealth reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Crestmont Private Wealth sold 289 Meta Platforms (Facebook) shares in Q4 2025, an estimated $212K.
  • Crestmont Private Wealth first reported a position in Meta Platforms (Facebook) in Q3 2024 and held it in 3 quarters.
  • Crestmont Private Wealth's Meta Platforms (Facebook) position peaked at $234K in Q2 2025.
  • 5,158 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Crestmont Private Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.