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Heritage Wealth Partners’s Meta Platforms (Facebook) META Stock Holding History

Heritage Wealth Partners’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 		$1.33M Buy
+2,310
New +$1.49M 2.03% 13
2024
Q4 		– Sell
-3,177
Closed -$1.82M – 68
2024
Q3 		$1.82M Sell
3,177
-401
-11% -$206K 2.14% 17
2024
Q2 		$1.8M Buy
3,578
+1,101
+44% +$535K 2.61% 11
2024
Q1 		$877K Hold
2,477
– – 1.79% 20
2023
Q4 		$877K Sell
2,477
-57
-2% -$18.6K 1.79% 20
2023
Q3 		$761K Buy
2,534
+1,007
+66% +$303K 1.62% 20
2023
Q2 		$438K Buy
+1,527
New +$377K 0.26% 50
2023
Q1 		– Sell
-1,946
Closed -$218K – 46
2022
Q4 		$218K Buy
+1,946
New +$229K 0.2% 42

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Wealth Partners's META Position: Q1 2025 in Review

Heritage Wealth Partners opened a new position in Meta Platforms (Facebook) (META) in Q1 2025: 2,310 shares worth $1.33M. The stake represents 2.03% of the portfolio and ranks #13 among its holdings. This is a return to the name: Heritage Wealth Partners previously reported a position in META as recently as Q3 2024.

Heritage Wealth Partners first reported a position in META in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.82M in Q3 2024. 4,701 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • Heritage Wealth Partners held 2,310 shares of Meta Platforms (Facebook) worth $1.33M as of Q1 2025.
  • Meta Platforms (Facebook) was a new Heritage Wealth Partners position in Q1 2025.
  • Meta Platforms (Facebook) made up 2.03% of Heritage Wealth Partners's portfolio in Q1 2025, its #13 holding.
  • Heritage Wealth Partners first reported a position in Meta Platforms (Facebook) in Q4 2022 and has held it in 8 quarters since.
  • Heritage Wealth Partners's Meta Platforms (Facebook) position peaked at $1.82M in Q3 2024.
  • 4,701 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.