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Perissos Private Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Perissos Private 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
Q4 		– Sell
-297
Closed -$218K – 78
2025
Q3 		$218K Sell
297
-1,080
-78% -$804K 0.16% 75
2025
Q2 		$1.02M Buy
+1,377
New +$851K 0.8% 36

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Perissos Private Wealth Management's META Position: Q4 2025 in Review

Perissos Private Wealth Management sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 297 shares — an estimated $218K sold.

Perissos Private Wealth Management first reported a position in META in Q2 2025 and held it in 2 quarters. The position peaked at $1.02M in Q2 2025. 5,139 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Perissos Private Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 297 Meta Platforms (Facebook) shares in Q4 2025, an estimated $218K.
  • Perissos Private Wealth Management first reported a position in Meta Platforms (Facebook) in Q2 2025 and held it in 2 quarters.
  • Perissos Private Wealth Management's Meta Platforms (Facebook) position peaked at $1.02M in Q2 2025.
  • 5,139 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Perissos Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.