SSA
META icon

Sierra Summit Advisors’s Meta Platforms (Facebook) META Stock Holding History

Sierra Summit 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
2026
Q1 		$13.2M Buy
23,026
+2,900
+14% +$1.86M 1.91% 14
2025
Q4 		$13.3M Buy
20,126
+585
+3% +$391K 2.04% 17
2025
Q3 		$14.4M Sell
19,541
-2,080
-10% -$1.55M 2.19% 12
2025
Q2 		$16M Sell
21,621
-42
-0.2% -$26K 2.84% 8
2025
Q1 		$12.5M Sell
21,663
-6,097
-22% -$3.93M 2.71% 6
2024
Q4 		$16.3M Buy
27,760
+2,005
+8% +$1.18M 3.26% 6
2024
Q3 		$14.7M Buy
25,755
+3,272
+15% +$1.68M 3.39% 4
2024
Q2 		$11.3M Buy
22,483
+327
+1% +$159K 2.81% 7
2024
Q1 		$10.8M Sell
22,156
-310
-1% -$138K 2.93% 7
2023
Q4 		$7.95M Buy
+22,466
New +$7.32M 2.32% 9

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM