PWM
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Parkworth Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Parkworth Wealth Management’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 		$149K Buy
201
+33
+20% +$20.4K 0.11% 67
2025
Q1 		$97K Buy
168
+33
+24% +$21.3K 0.08% 75
2024
Q4 		$79.2K Buy
+135
New +$79.2K 0.07% 79

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

Parkworth Wealth Management's META Position: Q2 2025 in Review

Parkworth Wealth Management increased its Meta Platforms (Facebook) (META) stake by 20% in Q2 2025, buying an estimated $20.4K and bringing the position to 201 shares worth $149K. The position accounts for 0.11% of the portfolio, ranked #67.

Parkworth Wealth Management first reported a position in META in Q4 2024 and has held it in 3 quarters since. 4,830 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Parkworth Wealth Management held 201 shares of Meta Platforms (Facebook) worth $149K as of Q2 2025.
  • Parkworth Wealth Management bought 33 Meta Platforms (Facebook) shares in Q2 2025, an estimated $20.4K.
  • Meta Platforms (Facebook) made up 0.11% of Parkworth Wealth Management's portfolio in Q2 2025, its #67 holding.
  • Parkworth Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 3 quarters since.
  • 4,830 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.