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Moser Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Moser Wealth 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 		$1M Buy
1,358
+39
+3% +$24.1K 0.48% 44
2025
Q1 		$760K Hold
1,319
– – 0.4% 46
2024
Q4 		$772K Hold
1,319
– – 0.4% 44
2024
Q3 		$755K Buy
1,319
+19
+1% +$9.78K 0.39% 44
2024
Q2 		$655K Buy
1,300
+102
+9% +$49.6K 0.36% 46
2024
Q1 		$582K Sell
1,198
-75
-6% -$33.5K 0.32% 55
2023
Q4 		$451K Buy
1,273
+61
+5% +$19.9K 0.29% 56
2023
Q3 		$364K Hold
1,212
– – 0.26% 58
2023
Q2 		$348K Buy
+1,212
New +$299K 0.23% 57
2022
Q4 		$146K Sell
1,212
-21
-2% -$2.47K 0.11% 69
2022
Q3 		$167K Buy
1,233
+39
+3% +$6.32K 0.13% 67
2022
Q2 		$193K Hold
1,194
– – 0.14% 67
2022
Q1 		$265K Hold
1,194
– – 0.17% 66
2021
Q4 		$402K Hold
1,194
– – 0.24% 59
2021
Q3 		$405K Buy
1,194
+48
+4% +$17.3K 0.26% 59
2021
Q2 		$398K Buy
1,146
+35
+3% +$11.2K 0.26% 59
2021
Q1 		$327K Buy
1,111
+6
+0.5% +$1.62K 0.23% 59
2020
Q4 		$302K Buy
1,105
+35
+3% +$9.6K 0.22% 56
2020
Q3 		$280K Buy
1,070
+80
+8% +$20.6K 0.22% 54
2020
Q2 		$225K Buy
990
+50
+5% +$10.4K 0.21% 52
2020
Q1 		$157K Hold
940
– – 0.18% 54
2019
Q4 		$193K Buy
+940
New +$182K 0.19% 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
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

Moser Wealth Advisors's META Position: Q2 2025 in Review

Moser Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 3% in Q2 2025, buying an estimated $24.1K and bringing the position to 1,358 shares worth $1M. The position accounts for 0.48% of the portfolio, ranked #44.

Moser Wealth Advisors first reported a position in META in Q4 2019 and has held it in 22 quarters since. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Moser Wealth Advisors held 1,358 shares of Meta Platforms (Facebook) worth $1M as of Q2 2025.
  • Moser Wealth Advisors bought 39 Meta Platforms (Facebook) shares in Q2 2025, an estimated $24.1K.
  • Meta Platforms (Facebook) made up 0.48% of Moser Wealth Advisors's portfolio in Q2 2025, its #44 holding.
  • Moser Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 22 quarters since.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.