Surience Private Wealth’s Meta Platforms (Facebook) META Stock Holding History

Surience Private Wealth’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	–	Sell	-4,154	Closed	-$2.39M	–	39
2025 Q1	$2.39M	Buy	+4,154	New	+$2.68M	4.16%	11
2024 Q3	–	Sell	-7,668	Closed	-$3.87M	–	32
2024 Q2	$3.87M	Buy	+7,668	New	+$3.73M	4.97%	12
2024 Q1	–	Sell	-11,343	Closed	-$4.01M	–	34
2023 Q4	$4.01M	Buy	11,343 +5,307	+88%	+$1.73M	4.08%	9
2023 Q3	$1.81M	Sell	6,036 -3,199	-35%	-$964K	3.51%	10
2023 Q2	$2.65M	Buy	+9,235	New	+$2.28M	3.79%	10

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Surience Private Wealth's META Position: Q2 2025 in Review

Surience Private Wealth sold out of Meta Platforms (Facebook) (META) in Q2 2025, closing a stake of 4,154 shares — an estimated $2.39M sold.

Surience Private Wealth first reported a position in META in Q2 2023 and held it in 5 quarters. The position peaked at $4.01M in Q4 2023. 4,831 funds tracked by Wall St. Rank hold META as of Q2 2025.

Surience Private Wealth reported no remaining Meta Platforms (Facebook) position as of Q2 2025 after selling out during the quarter.
Surience Private Wealth sold 4,154 Meta Platforms (Facebook) shares in Q2 2025, an estimated $2.39M.
Surience Private Wealth first reported a position in Meta Platforms (Facebook) in Q2 2023 and held it in 5 quarters.
Surience Private Wealth's Meta Platforms (Facebook) position peaked at $4.01M in Q4 2023.
4,831 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2025.

Based on Surience Private Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.