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Great Point Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Great Point Wealth 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 		– Sell
-307
Closed -$225K – 67
2025
Q3 		$225K Buy
+307
New +$228K 0.04% 62
2025
Q1 		– Sell
-360
Closed -$211K – 58
2024
Q4 		$211K Hold
360
– – 0.05% 56
2024
Q3 		$206K Buy
+360
New +$185K 0.04% 60

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Great Point Wealth Advisors's META Position: Q4 2025 in Review

Great Point Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 307 shares — an estimated $225K sold.

Great Point Wealth Advisors first reported a position in META in Q3 2024 and held it in 3 quarters. The position peaked at $225K in Q3 2025. 5,171 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Great Point Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Great Point Wealth Advisors sold 307 Meta Platforms (Facebook) shares in Q4 2025, an estimated $225K.
  • Great Point Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and held it in 3 quarters.
  • Great Point Wealth Advisors's Meta Platforms (Facebook) position peaked at $225K in Q3 2025.
  • 5,171 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Great Point Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.