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Greenberg Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Greenberg Financial Group’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 		$2.19M Buy
+3,319
New +$2.22M 0.9% 25
2025
Q2 		$2.21M Buy
3,921
+298
+8% +$184K 0.82% 26
2025
Q1 		$2.07M Buy
+3,623
New +$2.34M 0.86% 25

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 $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 $3.37T AUM 44.26% 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

Greenberg Financial Group's META Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Meta Platforms (Facebook) (META) in Q4 2025: 3,319 shares worth $2.19M. The stake represents 0.9% of the portfolio and ranks #25 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in META as recently as Q2 2025.

Greenberg Financial Group first reported a position in META in Q1 2025 and has held it in 3 quarters since. The position peaked at $2.21M in Q2 2025. 5,144 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Greenberg Financial Group held 3,319 shares of Meta Platforms (Facebook) worth $2.19M as of Q4 2025.
  • Meta Platforms (Facebook) was a new Greenberg Financial Group position in Q4 2025.
  • Meta Platforms (Facebook) made up 0.9% of Greenberg Financial Group's portfolio in Q4 2025, its #25 holding.
  • Greenberg Financial Group first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 3 quarters since.
  • Greenberg Financial Group's Meta Platforms (Facebook) position peaked at $2.21M in Q2 2025.
  • 5,144 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.