Obsidian Personal Planning Solutions’s Meta Platforms (Facebook) META Stock Holding History

Obsidian Personal Planning Solutions’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	$730K	Buy	1,126 +43	+4%	+$32K	0.25%	41
2025 Q2	$799K	Buy	1,083 +98	+10%	+$60.6K	0.32%	35
2025 Q1	$541K	Hold	985	–	–	0.24%	40
2024 Q4	$679K	Sell	985 -1	-0.1%	-$587	0.33%	33
2024 Q3	$560K	Sell	986 -3	-0.3%	-$1.54K	0.29%	34
2024 Q2	$499K	Buy	989 +8	+0.8%	+$3.89K	0.3%	39
2024 Q1	$422K	Buy	981 +241	+33%	+$108K	0.28%	45
2023 Q4	$262K	Sell	740 -16	-2%	-$5.21K	0.2%	62
2023 Q3	$227K	Sell	756 -15	-2%	-$4.52K	0.19%	64
2023 Q2	$221K	Buy	+771	New	+$190K	0.27%	65

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Obsidian Personal Planning Solutions's META Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Meta Platforms (Facebook) (META) stake by 4% in Q3 2025, buying an estimated $32K and bringing the position to 1,126 shares worth $730K. The position accounts for 0.25% of the portfolio, ranked #41.

Obsidian Personal Planning Solutions first reported a position in META in Q2 2023 and has held it in 10 quarters since. The position peaked at $799K in Q2 2025. 4,901 funds tracked by Wall St. Rank hold META as of Q3 2025.

Obsidian Personal Planning Solutions held 1,126 shares of Meta Platforms (Facebook) worth $730K as of Q3 2025.
Obsidian Personal Planning Solutions bought 43 Meta Platforms (Facebook) shares in Q3 2025, an estimated $32K.
Meta Platforms (Facebook) made up 0.25% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #41 holding.
Obsidian Personal Planning Solutions first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 10 quarters since.
Obsidian Personal Planning Solutions's Meta Platforms (Facebook) position peaked at $799K in Q2 2025.
4,901 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.