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

Fortress 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 Q1	–	Sell	-3,458	Closed	-$2.02M	–	77
2024 Q4	$2.02M	Sell	3,458 -72	-2%	-$42.3K	0.98%	22
2024 Q3	$2.02M	Sell	3,530 -98	-3%	-$50.4K	1.01%	22
2024 Q2	$1.83M	Buy	3,628 +47	+1%	+$22.8K	0.94%	29
2024 Q1	$1.74M	Buy	3,581 +134	+4%	+$59.8K	0.9%	28
2023 Q4	$1.22M	Sell	3,447 -3	-0.1%	-$977	0.67%	34
2023 Q3	$1.04M	Buy	3,450 +43	+1%	+$13K	0.67%	33
2023 Q2	$978K	Sell	3,407 -100	-3%	-$24.7K	0.63%	33
2023 Q1	$743K	Hold	3,507	–	–	0.52%	35
2022 Q4	$422K	Hold	3,507	–	–	0.35%	42
2022 Q3	$476K	Buy	+3,507	New	+$568K	0.48%	38

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fortress Wealth Management's META Position: Q1 2025 in Review

Fortress Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2025, closing a stake of 3,458 shares — an estimated $2.02M sold.

Fortress Wealth Management first reported a position in META in Q3 2022 and held it in 10 quarters. The position peaked at $2.02M in Q4 2024. 4,693 funds tracked by Wall St. Rank hold META as of Q1 2025.

Fortress Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2025 after selling out during the quarter.
Fortress Wealth Management sold 3,458 Meta Platforms (Facebook) shares in Q1 2025, an estimated $2.02M.
Fortress Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2022 and held it in 10 quarters.
Fortress Wealth Management's Meta Platforms (Facebook) position peaked at $2.02M in Q4 2024.
4,693 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Fortress Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.