McClarren Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

McClarren Financial Advisors’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 Q2	–	Sell	-811	Closed	-$139K	–	204
2025 Q1	$139K	Buy	811 +494	+156%	+$319K	0.09%	85
2024 Q4	$185K	Sell	317 -566	-64%	-$332K	0.52%	33
2024 Q3	$5	Sell	883 -1,133	-56%	-$583K	﹤0.01%	203
2024 Q2	$159K	Buy	2,016 +1,705	+548%	+$829K	0.11%	80
2024 Q1	$151K	Buy	311 +1	+0.3%	+$446	0.11%	83
2023 Q4	$110K	Hold	310	–	–	0.08%	101
2023 Q3	$93K	Hold	310	–	–	0.08%	104
2023 Q2	$88K	Hold	310	–	–	0.07%	115
2023 Q1	$64K	Hold	310	–	–	0.06%	124
2022 Q4	$37K	Buy	310 +3	+1%	+$352	0.04%	169
2022 Q3	$41K	Buy	+307	New	+$49.8K	0.04%	151
2022 Q2	–	Sell	-307	Closed	-$68K	–	170
2022 Q1	$68K	Hold	307	–	–	0.05%	105
2021 Q4	$104K	Hold	307	–	–	0.07%	97
2021 Q3	$104K	Hold	307	–	–	0.08%	76
2021 Q2	$106K	Hold	307	–	–	0.09%	75
2021 Q1	$90K	Hold	307	–	–	0.08%	84
2020 Q4	$83K	Buy	+307	New	+$84.2K	0.08%	80

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

McClarren Financial Advisors's META Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 811 shares — an estimated $139K sold.

McClarren Financial Advisors first reported a position in META in Q4 2020 and held it in 17 quarters. The position peaked at $185K in Q4 2024. 4,831 funds tracked by Wall St. Rank hold META as of Q2 2025.

McClarren Financial Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
McClarren Financial Advisors sold 811 Meta Platforms (Facebook) shares in Q2 2025, an estimated $139K.
McClarren Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2020 and held it in 17 quarters.
McClarren Financial Advisors's Meta Platforms (Facebook) position peaked at $185K in Q4 2024.
4,831 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.