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Putney Financial Group’s Meta Platforms (Facebook) META Stock Holding History

Putney Financial Group’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 		– Sell
-122
Closed -$90K – 199
2025
Q2 		$90K Buy
122
+6
+5% +$3.71K 0.09% 101
2025
Q1 		$66.9K Sell
116
-253
-69% -$163K 0.07% 108
2024
Q4 		$216K Buy
+369
New +$217K 0.19% 67

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Putney Financial Group's META Position: Q3 2025 in Review

Putney Financial Group sold out of Meta Platforms (Facebook) (META) in Q3 2025, closing a stake of 122 shares — an estimated $90K sold.

Putney Financial Group first reported a position in META in Q4 2024 and held it in 3 quarters. The position peaked at $216K in Q4 2024. 4,902 funds tracked by Wall St. Rank hold META as of Q3 2025.

  • Putney Financial Group reported no remaining Meta Platforms (Facebook) position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 122 Meta Platforms (Facebook) shares in Q3 2025, an estimated $90K.
  • Putney Financial Group first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's Meta Platforms (Facebook) position peaked at $216K in Q4 2024.
  • 4,902 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.