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

Northwest 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
-3,651
Closed -$2.1M – 110
2025
Q1 		$2.1M Buy
3,651
+393
+12% +$254K 1.75% 13
2024
Q4 		$1.91M Sell
3,258
-13
-0.4% -$7.63K 1.58% 12
2024
Q3 		$1.87M Buy
3,271
+67
+2% +$34.5K 1.49% 12
2024
Q2 		$1.62M Buy
3,204
+72
+2% +$35K 1.64% 11
2024
Q1 		$1.52M Buy
3,132
+195
+7% +$87K 1.67% 15
2023
Q4 		$1.04M Buy
+2,937
New +$956K 0.88% 20

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

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

Northwest Financial Advisors sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 3,651 shares — an estimated $2.1M sold.

Northwest Financial Advisors first reported a position in META in Q4 2023 and held it in 6 quarters. The position peaked at $2.1M in Q1 2025. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 3,651 Meta Platforms (Facebook) shares in Q2 2025, an estimated $2.1M.
  • Northwest Financial Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 6 quarters.
  • Northwest Financial Advisors's Meta Platforms (Facebook) position peaked at $2.1M in Q1 2025.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.