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

Palo Alto 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 Q3	$905K	Buy	1,443 +30	+2%	+$22.3K	0.26%	26
2025 Q2	$1.04M	Buy	1,413 +23	+2%	+$14.2K	0.39%	22
2025 Q1	$912K	Buy	1,390 +65	+5%	+$41.9K	0.36%	21
2024 Q4	$776K	Sell	1,325 -48	-3%	-$28.2K	0.27%	23
2024 Q3	$790K	Buy	1,373 +162	+13%	+$83.4K	0.33%	20
2024 Q2	$611K	Sell	1,211 -149	-11%	-$72.4K	0.42%	22
2024 Q1	$661K	Buy	1,360 +1	+0.1%	+$446	0.47%	22
2023 Q4	$481K	Buy	1,359 +15	+1%	+$4.88K	0.36%	27
2023 Q3	$403K	Sell	1,344 -70	-5%	-$21.1K	0.34%	27
2023 Q2	$406K	Hold	1,414	–	–	0.32%	29
2023 Q1	$300K	Buy	+1,414	New	+$241K	0.24%	35

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

Palo Alto Wealth Advisors's META Position: Q3 2025 in Review

Palo Alto Wealth Advisors increased its Meta Platforms (Facebook) (META) stake by 2.1% in Q3 2025, buying an estimated $22.3K and bringing the position to 1,443 shares worth $905K. The position accounts for 0.26% of the portfolio, ranked #26.

Palo Alto Wealth Advisors first reported a position in META in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q2 2025. 4,902 funds tracked by Wall St. Rank hold META as of Q3 2025.

Palo Alto Wealth Advisors held 1,443 shares of Meta Platforms (Facebook) worth $905K as of Q3 2025.
Palo Alto Wealth Advisors bought 30 Meta Platforms (Facebook) shares in Q3 2025, an estimated $22.3K.
Meta Platforms (Facebook) made up 0.26% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #26 holding.
Palo Alto Wealth Advisors first reported a position in Meta Platforms (Facebook) in Q1 2023 and has held it in 11 quarters since.
Palo Alto Wealth Advisors's Meta Platforms (Facebook) position peaked at $1.04M in Q2 2025.
4,902 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.