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Next Level Wealth Planning’s Meta Platforms (Facebook) META Stock Holding History

Next Level Wealth Planning’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 		– Sell
-273
Closed -$202K – 62
2025
Q2 		$202K Buy
+273
New +$169K 0.13% 53

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Next Level Wealth Planning's META Position: Q3 2025 in Review

Next Level Wealth Planning sold out of Meta Platforms (Facebook) (META) in Q3 2025, closing a stake of 273 shares — an estimated $202K sold.

Next Level Wealth Planning first reported a position in META in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 4,902 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Next Level Wealth Planning reported no remaining Meta Platforms (Facebook) position as of Q3 2025 after selling out during the quarter.
  • Next Level Wealth Planning sold 273 Meta Platforms (Facebook) shares in Q3 2025, an estimated $202K.
  • Next Level Wealth Planning first reported a position in Meta Platforms (Facebook) in Q2 2025 and held it in 1 quarter.
  • Next Level Wealth Planning's Meta Platforms (Facebook) position peaked at $202K in Q2 2025.
  • 4,902 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Next Level Wealth Planning's 13F filing for Q3 2025, filed 30 Oct 2025.