Kathleen S. Wright Associates’s Meta Platforms (Facebook) META Stock Holding History

Kathleen S. Wright Associates’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 Q3	$47.7K	Sell	65 -21	-24%	-$15.6K	0.02%	152
2025 Q2	$63.5K	Hold	86	–	–	0.02%	137
2025 Q1	$49.6K	Buy	86 +7	+9%	+$4.52K	0.02%	145
2024 Q4	$46.3K	Hold	79	–	–	0.02%	149
2024 Q3	$45.2K	Sell	79 -11	-12%	-$5.66K	0.02%	156
2024 Q2	$45.4K	Hold	90	–	–	0.02%	143
2024 Q1	$43.7K	Buy	+90	New	+$40.1K	0.02%	135
2022 Q3	–	Sell	-40	Closed	-$6K	–	189
2022 Q2	$6K	Hold	40	–	–	0.01%	135
2022 Q1	$9K	Hold	40	–	–	0.01%	131
2021 Q4	$13K	Buy	+40	New	+$13.3K	0.01%	121

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kathleen S. Wright Associates's META Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its Meta Platforms (Facebook) (META) stake by 24% in Q3 2025, selling an estimated $15.6K and leaving 65 shares worth $47.7K. The position accounts for 0.02% of the portfolio, ranked #152.

Kathleen S. Wright Associates first reported a position in META in Q4 2021 and has held it in 10 quarters since. The position peaked at $63.5K in Q2 2025. 4,901 funds tracked by Wall St. Rank hold META as of Q3 2025.

Kathleen S. Wright Associates held 65 shares of Meta Platforms (Facebook) worth $47.7K as of Q3 2025.
Kathleen S. Wright Associates sold 21 Meta Platforms (Facebook) shares in Q3 2025, an estimated $15.6K.
Meta Platforms (Facebook) made up 0.02% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #152 holding.
Kathleen S. Wright Associates first reported a position in Meta Platforms (Facebook) in Q4 2021 and has held it in 10 quarters since.
Kathleen S. Wright Associates's Meta Platforms (Facebook) position peaked at $63.5K in Q2 2025.
4,901 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.