Spartan Planning & Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

Spartan Planning & 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 Q4	–	Sell	-4,410	Closed	-$3.24M	–	88
2025 Q3	$3.24M	Buy	4,410 +38	+0.9%	+$28.3K	2.53%	11
2025 Q2	$3.23M	Buy	4,372 +1,945	+80%	+$1.2M	2.76%	12
2025 Q1	$1.4M	Sell	2,427 -1,472	-38%	-$950K	1.36%	19
2024 Q4	$2.28M	Buy	+3,899	New	+$2.29M	2.09%	15
2023 Q4	$1.13M	Buy	3,180 +2,478	+353%	+$807K	1.2%	17
2023 Q3	$211K	Buy	+702	New	+$212K	0.25%	59

Other funds holding META

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spartan Planning & Wealth Management's META Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 4,410 shares — an estimated $3.24M sold.

Spartan Planning & Wealth Management first reported a position in META in Q3 2023 and held it in 6 quarters. The position peaked at $3.24M in Q3 2025. 5,139 funds tracked by Wall St. Rank hold META as of Q4 2025.

Spartan Planning & Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 4,410 Meta Platforms (Facebook) shares in Q4 2025, an estimated $3.24M.
Spartan Planning & Wealth Management first reported a position in Meta Platforms (Facebook) in Q3 2023 and held it in 6 quarters.
Spartan Planning & Wealth Management's Meta Platforms (Facebook) position peaked at $3.24M in Q3 2025.
5,139 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.