Safe Harbor Wealth Advisors’s Meta Platforms (Facebook) META Stock Holding History

Safe Harbor 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 Q4	$971K	Buy	+1,495	New	+$998K	0.94%	20

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Safe Harbor Wealth Advisors's META Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Meta Platforms (Facebook) (META) in Q4 2025: 1,495 shares worth $971K. The stake represents 0.94% of the portfolio and ranks #20 among its holdings.

5,158 funds tracked by Wall St. Rank hold META as of Q4 2025.

Safe Harbor Wealth Advisors held 1,495 shares of Meta Platforms (Facebook) worth $971K as of Q4 2025.
Meta Platforms (Facebook) was a new Safe Harbor Wealth Advisors position in Q4 2025.
Meta Platforms (Facebook) made up 0.94% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #20 holding.
5,158 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.