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Delap Wealth Advisory’s Meta Platforms (Facebook) META Stock Holding History

Delap Wealth Advisory’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
-749
Closed -$537K – 96
2025
Q3 		$537K Buy
749
+114
+18% +$84.8K 0.23% 47
2025
Q2 		$469K Sell
635
-110
-15% -$68K 0.23% 43
2025
Q1 		$429K Buy
+745
New +$481K 0.24% 45
2024
Q3 		– Sell
-440
Closed -$222K – 91
2024
Q2 		$222K Sell
440
-4,242
-91% -$2.06M 0.1% 103
2024
Q1 		$2.27M Buy
4,682
+3,757
+406% +$1.68M 0.92% 23
2023
Q4 		$327K Buy
+925
New +$301K 0.15% 66

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

Delap Wealth Advisory's META Position: Q4 2025 in Review

Delap Wealth Advisory sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 749 shares — an estimated $537K sold.

Delap Wealth Advisory first reported a position in META in Q4 2023 and held it in 6 quarters. The position peaked at $2.27M in Q1 2024. 5,140 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Delap Wealth Advisory reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Delap Wealth Advisory sold 749 Meta Platforms (Facebook) shares in Q4 2025, an estimated $537K.
  • Delap Wealth Advisory first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 6 quarters.
  • Delap Wealth Advisory's Meta Platforms (Facebook) position peaked at $2.27M in Q1 2024.
  • 5,140 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Delap Wealth Advisory's 13F filing for Q4 2025, filed 6 Feb 2026.