Heritage Financial Services’s Meta Platforms (Facebook) META Stock Holding History

Heritage Financial Services’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	$474K	Buy	718 +91	+15%	+$60.8K	0.04%	76
2025 Q3	$460K	Sell	627 -248	-28%	-$185K	0.04%	77
2025 Q2	$646K	Sell	875 -23	-3%	-$14.2K	0.06%	56
2025 Q1	$518K	Buy	898 +345	+62%	+$223K	0.05%	67
2024 Q4	$324K	Sell	553 -102	-16%	-$59.9K	0.04%	81
2024 Q3	$375K	Buy	655 +114	+21%	+$58.7K	0.05%	74
2024 Q2	$273K	Sell	541 -54	-9%	-$26.2K	0.04%	82
2024 Q1	$289K	Buy	+595	New	+$265K	0.04%	78
2022 Q3	–	Sell	-500	Closed	-$80K	–	307
2022 Q2	$80K	Buy	+500	New	+$96.5K	0.04%	126

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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Heritage Financial Services's META Position: Q4 2025 in Review

Heritage Financial Services increased its Meta Platforms (Facebook) (META) stake by 15% in Q4 2025, buying an estimated $60.8K and bringing the position to 718 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #76.

Heritage Financial Services first reported a position in META in Q2 2022 and has held it in 9 quarters since. The position peaked at $646K in Q2 2025. 5,140 funds tracked by Wall St. Rank hold META as of Q4 2025.

Heritage Financial Services held 718 shares of Meta Platforms (Facebook) worth $474K as of Q4 2025.
Heritage Financial Services bought 91 Meta Platforms (Facebook) shares in Q4 2025, an estimated $60.8K.
Meta Platforms (Facebook) made up 0.04% of Heritage Financial Services's portfolio in Q4 2025, its #76 holding.
Heritage Financial Services first reported a position in Meta Platforms (Facebook) in Q2 2022 and has held it in 9 quarters since.
Heritage Financial Services's Meta Platforms (Facebook) position peaked at $646K in Q2 2025.
5,140 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.