SWM
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SpringVest Wealth Management’s Meta Platforms (Facebook) META Stock Holding History

SpringVest 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
Q1 		– Sell
-380
Closed -$223K – 60
2024
Q4 		$223K Buy
+380
New +$223K 0.19% 51

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

SpringVest Wealth Management's META Position: Q1 2025 in Review

SpringVest Wealth Management sold out of Meta Platforms (Facebook) (META) in Q1 2025, closing a stake of 380 shares — an estimated $223K sold.

SpringVest Wealth Management first reported a position in META in Q4 2024 and held it in 1 quarter. The position peaked at $223K in Q4 2024. 4,693 funds tracked by Wall St. Rank hold META as of Q1 2025.

  • SpringVest Wealth Management reported no remaining Meta Platforms (Facebook) position as of Q1 2025 after selling out during the quarter.
  • SpringVest Wealth Management sold 380 Meta Platforms (Facebook) shares in Q1 2025, an estimated $223K.
  • SpringVest Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and held it in 1 quarter.
  • SpringVest Wealth Management's Meta Platforms (Facebook) position peaked at $223K in Q4 2024.
  • 4,693 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2025.

Based on SpringVest Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.