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Morningstar Investment Services’s Meta Platforms (Facebook) META Stock Holding History

Morningstar Investment Services’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 		$10.4M Sell
18,028
-23,900
-57% -$15.4M 1.9% 7
2024
Q4 		$24.5M Sell
41,928
-410,535
-91% -$241M 2.23% 4
2024
Q3 		$257M Sell
452,463
-15,925
-3% -$8.19M 2.62% 4
2024
Q2 		$243M Sell
468,388
-30,411
-6% -$14.8M 2.64% 4
2024
Q1 		$246M Sell
498,799
-635,151
-56% -$283M 2.71% 4
2023
Q4 		$406M Buy
+1,133,950
New +$369M 2.29% 6
2022
Q2 		– Sell
-729,745
Closed -$167M – 229
2022
Q1 		$167M Buy
729,745
+30,621
+4% +$7.65M 1.85% 12
2021
Q4 		$236M Buy
699,124
+22,612
+3% +$7.51M 2.62% 6
2021
Q3 		$230M Sell
676,512
-2,009
-0.3% -$724K 2.71% 5
2021
Q2 		$239M Buy
678,521
+28,467
+4% +$9.13M 2.86% 4
2021
Q1 		$187M Sell
650,054
-3
-0% -$808 2.44% 8
2020
Q4 		$178M Buy
650,057
+6,847
+1% +$1.88M 2.47% 8
2020
Q3 		$168M Buy
643,210
+7,562
+1% +$1.95M 2.61% 6
2020
Q2 		$140M Sell
635,648
-27,418
-4% -$5.72M 2.3% 7
2020
Q1 		$110M Buy
663,066
+93,817
+16% +$18.4M 2% 9
2019
Q4 		$117M Buy
569,249
+12,284
+2% +$2.38M 1.83% 11
2019
Q3 		$99.1M Buy
556,965
+8,599
+2% +$1.63M 1.68% 16
2019
Q2 		$106M Buy
548,366
+12,664
+2% +$2.31M 1.74% 11
2019
Q1 		$89.3M Buy
535,702
+13,036
+2% +$2.07M 1.53% 16
2018
Q4 		$68.5M Buy
522,666
+136,957
+36% +$19.8M 1.34% 19
2018
Q3 		$63.4M Buy
385,709
+15,305
+4% +$2.77M 1.14% 23
2018
Q2 		$72M Buy
370,404
+13,622
+4% +$2.46M 1.35% 16
2018
Q1 		$57M Buy
356,782
+102,533
+40% +$18.4M 1.11% 26
2017
Q4 		$44.9M Buy
254,249
+22,377
+10% +$3.95M 0.9% 36
2017
Q3 		$39.6M Buy
231,872
+20,170
+10% +$3.37M 0.86% 43
2017
Q2 		$32M Buy
211,702
+21,837
+12% +$3.25M 0.74% 54
2017
Q1 		$27M Buy
189,865
+22,314
+13% +$2.98M 0.68% 57
2016
Q4 		$19.3M Buy
+167,551
New +$20.6M 0.63% 58
2013
Q4 		– Sell
-24,707
Closed -$1.24M – 203
2013
Q3 		$1.24M Sell
24,707
-66,342
-73% -$2.47M 0.11% 139
2013
Q2 		$2.27M Buy
+91,049
New +$2.33M 0.24% 82

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morningstar Investment Services's META Position: Q1 2025 in Review

Morningstar Investment Services reduced its Meta Platforms (Facebook) (META) stake by 57% in Q1 2025, selling an estimated $15.4M and leaving 18,028 shares worth $10.4M. The position accounts for 1.9% of the portfolio, ranked #7.

Morningstar Investment Services first reported a position in META in Q2 2013 and has held it in 30 quarters since. The position peaked at $406M in Q4 2023. 4,693 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • Morningstar Investment Services held 18,028 shares of Meta Platforms (Facebook) worth $10.4M as of Q1 2025.
  • Morningstar Investment Services sold 23,900 Meta Platforms (Facebook) shares in Q1 2025, an estimated $15.4M.
  • Meta Platforms (Facebook) made up 1.9% of Morningstar Investment Services's portfolio in Q1 2025, its #7 holding.
  • Morningstar Investment Services first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 30 quarters since.
  • Morningstar Investment Services's Meta Platforms (Facebook) position peaked at $406M in Q4 2023.
  • 4,693 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.