DFP
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Defined Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Defined Financial Planning’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 		$586K Buy
817
+50
+7% +$37.2K 0.49% 29
2025
Q2 		$545K Sell
767
-162
-17% -$100K 0.48% 32
2025
Q1 		$544K Buy
+929
New +$599K 0.55% 30

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

Defined Financial Planning's META Position: Q3 2025 in Review

Defined Financial Planning increased its Meta Platforms (Facebook) (META) stake by 6.5% in Q3 2025, buying an estimated $37.2K and bringing the position to 817 shares worth $586K. The position accounts for 0.49% of the portfolio, ranked #29.

Defined Financial Planning first reported a position in META in Q1 2025 and has held it in 3 quarters since. 4,901 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Defined Financial Planning held 817 shares of Meta Platforms (Facebook) worth $586K as of Q3 2025.
  • Defined Financial Planning bought 50 Meta Platforms (Facebook) shares in Q3 2025, an estimated $37.2K.
  • Meta Platforms (Facebook) made up 0.49% of Defined Financial Planning's portfolio in Q3 2025, its #29 holding.
  • Defined Financial Planning first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 3 quarters since.
  • 4,901 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.