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

ORBA 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
Q4 		– Sell
-586
Closed -$430K – 87
2025
Q3 		$430K Buy
586
+7
+1% +$5.21K 0.35% 55
2025
Q2 		$427K Sell
579
-2,382
-80% -$1.47M 0.39% 49
2025
Q1 		$1.71M Sell
2,961
-30
-1% -$19.4K 0.86% 34
2024
Q4 		$1.75M Hold
2,991
– – 0.92% 34
2024
Q3 		$1.71M Sell
2,991
-103
-3% -$53K 0.87% 32
2024
Q2 		$1.56M Buy
3,094
+1,723
+126% +$838K 0.81% 32
2024
Q1 		$666K Hold
1,371
– – 0.37% 46
2023
Q4 		$485K Buy
+1,371
New +$446K 0.29% 51

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ORBA Wealth Advisors's META Position: Q4 2025 in Review

ORBA Wealth Advisors sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 586 shares — an estimated $430K sold.

ORBA Wealth Advisors first reported a position in META in Q4 2023 and held it in 8 quarters. The position peaked at $1.75M in Q4 2024. 5,158 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • ORBA Wealth Advisors reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • ORBA Wealth Advisors sold 586 Meta Platforms (Facebook) shares in Q4 2025, an estimated $430K.
  • ORBA Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 8 quarters.
  • ORBA Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.75M in Q4 2024.
  • 5,158 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on ORBA Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.