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

Marshall Financial Group (Pennsylvania)’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	$425K	Buy	579 +6	+1%	+$4.47K	0.12%	44
2025 Q2	$423K	Hold	573	–	–	0.13%	43
2025 Q1	$330K	Buy	573 +1	+0.2%	+$645	0.1%	45
2024 Q4	$335K	Hold	572	–	–	0.1%	46
2024 Q3	$327K	Hold	572	–	–	0.1%	46
2024 Q2	$288K	Buy	572 +1	+0.2%	+$486	0.09%	49
2024 Q1	$277K	Hold	571	–	–	0.09%	47
2023 Q4	$202K	Buy	+571	New	+$186K	0.07%	52

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

Marshall Financial Group (Pennsylvania)'s META Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) increased its Meta Platforms (Facebook) (META) stake by 1% in Q3 2025, buying an estimated $4.47K and bringing the position to 579 shares worth $425K. The position accounts for 0.12% of the portfolio, ranked #44.

Marshall Financial Group (Pennsylvania) first reported a position in META in Q4 2023 and has held it in 8 quarters since. 4,903 funds tracked by Wall St. Rank hold META as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 579 shares of Meta Platforms (Facebook) worth $425K as of Q3 2025.
Marshall Financial Group (Pennsylvania) bought 6 Meta Platforms (Facebook) shares in Q3 2025, an estimated $4.47K.
Meta Platforms (Facebook) made up 0.12% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #44 holding.
Marshall Financial Group (Pennsylvania) first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 8 quarters since.
4,903 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.