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Edge Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Edge Financial Advisors’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 		$516K Buy
383
+40
+12% +$26.7K 0.22% 84
2025
Q3 		$503K Buy
343
+10
+3% +$7.44K 0.23% 86
2025
Q2 		$245K Sell
333
-26
-7% -$16.1K 0.13% 113
2025
Q1 		$207K Sell
359
-119
-25% -$76.8K 0.13% 101
2024
Q4 		$280K Buy
478
+44
+10% +$25.8K 0.25% 75
2024
Q3 		$248K Buy
+434
New +$223K 0.22% 84
2024
Q2 		– Sell
-556
Closed -$270K – 117
2024
Q1 		$270K Buy
+556
New +$248K 0.24% 108

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

Edge Financial Advisors's META Position: Q4 2025 in Review

Edge Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 12% in Q4 2025, buying an estimated $26.7K and bringing the position to 383 shares worth $516K. The position accounts for 0.22% of the portfolio, ranked #84.

Edge Financial Advisors first reported a position in META in Q1 2024 and has held it in 7 quarters since. 5,138 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Edge Financial Advisors held 383 shares of Meta Platforms (Facebook) worth $516K as of Q4 2025.
  • Edge Financial Advisors bought 40 Meta Platforms (Facebook) shares in Q4 2025, an estimated $26.7K.
  • Meta Platforms (Facebook) made up 0.22% of Edge Financial Advisors's portfolio in Q4 2025, its #84 holding.
  • Edge Financial Advisors first reported a position in Meta Platforms (Facebook) in Q1 2024 and has held it in 7 quarters since.
  • 5,138 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.