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

Crowley 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
Q4 		– Sell
-335
Closed -$246K – 214
2025
Q3 		$246K Buy
335
+20
+6% +$14.9K 0.2% 71
2025
Q2 		$233K Hold
315
– – 0.21% 62
2025
Q1 		$182K Sell
315
-116
-27% -$74.8K 0.17% 71
2024
Q4 		$252K Buy
+431
New +$253K 0.22% 62

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crowley Wealth Management's META Position: Q4 2025 in Review

Crowley Wealth Management sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 335 shares — an estimated $246K sold.

Crowley Wealth Management first reported a position in META in Q4 2024 and held it in 4 quarters. The position peaked at $252K in Q4 2024. 5,138 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Crowley Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 335 Meta Platforms (Facebook) shares in Q4 2025, an estimated $246K.
  • Crowley Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Meta Platforms (Facebook) position peaked at $252K in Q4 2024.
  • 5,138 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.