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

Summit Investment 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
Q2 		$328K Buy
437
+6
+1% +$3.71K 0.27% 47
2025
Q1 		$253K Buy
431
+10
+2% +$6.45K 0.23% 49
2024
Q4 		$307K Buy
+421
New +$247K 0.27% 43

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Investment Advisors's META Position: Q2 2025 in Review

Summit Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 1.4% in Q2 2025, buying an estimated $3.71K and bringing the position to 437 shares worth $328K. The position accounts for 0.27% of the portfolio, ranked #47.

Summit Investment Advisors first reported a position in META in Q4 2024 and has held it in 3 quarters since. 4,842 funds tracked by Wall St. Rank hold META as of Q2 2025.

  • Summit Investment Advisors held 437 shares of Meta Platforms (Facebook) worth $328K as of Q2 2025.
  • Summit Investment Advisors bought 6 Meta Platforms (Facebook) shares in Q2 2025, an estimated $3.71K.
  • Meta Platforms (Facebook) made up 0.27% of Summit Investment Advisors's portfolio in Q2 2025, its #47 holding.
  • Summit Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 3 quarters since.
  • 4,842 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.