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

Ruedi 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 		– Sell
-58
Closed -$33.4K – 221
2025
Q1 		$33.4K Hold
58
– – 0.01% 105
2024
Q4 		$34K Hold
58
– – 0.01% 102
2024
Q3 		$33.2K Sell
58
-22
-28% -$11.3K 0.01% 104
2024
Q2 		$40.3K Buy
80
+44
+122% +$21.4K 0.02% 95
2024
Q1 		$17.5K Hold
36
– – 0.01% 128
2023
Q4 		$12.7K Sell
36
-171
-83% -$55.7K 0.01% 132
2023
Q3 		$62.1K Hold
207
– – 0.04% 68
2023
Q2 		$59.4K Hold
207
– – 0.03% 67
2023
Q1 		$43.9K Hold
207
– – 0.03% 86
2022
Q4 		$24.9K Buy
+207
New +$24.3K 0.02% 109

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

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

Ruedi Wealth Management sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 58 shares — an estimated $33.4K sold.

Ruedi Wealth Management first reported a position in META in Q4 2022 and held it in 10 quarters. The position peaked at $62.1K in Q3 2023. 4,831 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 58 Meta Platforms (Facebook) shares in Q2 2025, an estimated $33.4K.
  • Ruedi Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's Meta Platforms (Facebook) position peaked at $62.1K in Q3 2023.
  • 4,831 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.