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Spectrum Wealth Counsel’s Meta Platforms (Facebook) META Stock Holding History

Spectrum Wealth Counsel’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 		$14.2M Sell
24,714
-27
-0.1% -$17.4K 1.71% 14
2024
Q4 		$14.5M Sell
24,741
-68
-0.3% -$39.9K 1.7% 12
2024
Q3 		$14.2M Sell
24,809
-4,465
-15% -$2.3M 1.68% 13
2024
Q2 		$14.8M Buy
29,274
+3,873
+15% +$1.88M 1.87% 13
2024
Q1 		$12.3M Buy
25,401
+6,091
+32% +$2.72M 1.51% 13
2023
Q4 		$6.83M Buy
+19,310
New +$6.29M 0.95% 29

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

Spectrum Wealth Counsel's META Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Meta Platforms (Facebook) (META) stake by 0.11% in Q1 2025, selling an estimated $17.4K and leaving 24,714 shares worth $14.2M. The position accounts for 1.71% of the portfolio, ranked #14.

Spectrum Wealth Counsel first reported a position in META in Q4 2023 and has held it in 6 quarters since. The position peaked at $14.8M in Q2 2024. 4,692 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • Spectrum Wealth Counsel held 24,714 shares of Meta Platforms (Facebook) worth $14.2M as of Q1 2025.
  • Spectrum Wealth Counsel sold 27 Meta Platforms (Facebook) shares in Q1 2025, an estimated $17.4K.
  • Meta Platforms (Facebook) made up 1.71% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #14 holding.
  • Spectrum Wealth Counsel first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Meta Platforms (Facebook) position peaked at $14.8M in Q2 2024.
  • 4,692 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.