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Higgins & Schmidt Wealth Strategies’s Meta Platforms (Facebook) META Stock Holding History

Higgins & Schmidt Wealth Strategies’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
-273
Closed -$200K – 60
2025
Q3 		$200K Buy
+273
New +$203K 0.1% 56

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Higgins & Schmidt Wealth Strategies's META Position: Q4 2025 in Review

Higgins & Schmidt Wealth Strategies sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 273 shares — an estimated $200K sold.

Higgins & Schmidt Wealth Strategies first reported a position in META in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 5,140 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Higgins & Schmidt Wealth Strategies reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Higgins & Schmidt Wealth Strategies sold 273 Meta Platforms (Facebook) shares in Q4 2025, an estimated $200K.
  • Higgins & Schmidt Wealth Strategies first reported a position in Meta Platforms (Facebook) in Q3 2025 and held it in 1 quarter.
  • Higgins & Schmidt Wealth Strategies's Meta Platforms (Facebook) position peaked at $200K in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q4 2025, filed 29 Jan 2026.