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SS&H Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

SS&H Financial 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
2025
Q4 		$1.19M Buy
1,796
+160
+10% +$107K 0.35% 63
2025
Q3 		$1.2M Hold
1,636
– – 0.37% 62
2025
Q2 		$1.21M Hold
1,636
– – 0.4% 54
2025
Q1 		$943K Hold
1,636
– – 0.35% 63
2024
Q4 		$958K Hold
1,636
– – 0.35% 65
2024
Q3 		$937K Buy
+1,636
New +$842K 0.34% 67

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
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SS&H Financial Advisors's META Position: Q4 2025 in Review

SS&H Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 9.8% in Q4 2025, buying an estimated $107K and bringing the position to 1,796 shares worth $1.19M. The position accounts for 0.35% of the portfolio, ranked #63.

SS&H Financial Advisors first reported a position in META in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 5,139 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • SS&H Financial Advisors held 1,796 shares of Meta Platforms (Facebook) worth $1.19M as of Q4 2025.
  • SS&H Financial Advisors bought 160 Meta Platforms (Facebook) shares in Q4 2025, an estimated $107K.
  • Meta Platforms (Facebook) made up 0.35% of SS&H Financial Advisors's portfolio in Q4 2025, its #63 holding.
  • SS&H Financial Advisors first reported a position in Meta Platforms (Facebook) in Q3 2024 and has held it in 6 quarters since.
  • SS&H Financial Advisors's Meta Platforms (Facebook) position peaked at $1.21M in Q2 2025.
  • 5,139 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.