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

Safeguard Financial’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
Q1 		$808K Buy
1,402
+106
+8% +$68.4K 0.18% 43
2024
Q4 		$759K Buy
1,296
+623
+93% +$366K 0.16% 49
2024
Q3 		$385K Buy
673
+230
+52% +$118K 0.09% 82
2024
Q2 		$223K Buy
+443
New +$215K 0.06% 95
2023
Q3 		– Sell
-347
Closed -$99K – 360
2023
Q2 		$99K Buy
+347
New +$85.6K 0.05% 100

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

Safeguard Financial's META Position: Q1 2025 in Review

Safeguard Financial increased its Meta Platforms (Facebook) (META) stake by 8.2% in Q1 2025, buying an estimated $68.4K and bringing the position to 1,402 shares worth $808K. The position accounts for 0.18% of the portfolio, ranked #43.

Safeguard Financial first reported a position in META in Q2 2023 and has held it in 5 quarters since. 4,692 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • Safeguard Financial held 1,402 shares of Meta Platforms (Facebook) worth $808K as of Q1 2025.
  • Safeguard Financial bought 106 Meta Platforms (Facebook) shares in Q1 2025, an estimated $68.4K.
  • Meta Platforms (Facebook) made up 0.18% of Safeguard Financial's portfolio in Q1 2025, its #43 holding.
  • Safeguard Financial first reported a position in Meta Platforms (Facebook) in Q2 2023 and has held it in 5 quarters since.
  • 4,692 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.