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Total Wealth Planning’s Meta Platforms (Facebook) META Stock Holding History

Total Wealth Planning’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 		– Sell
-317
Closed -$233K – 79
2025
Q3 		$233K Buy
+317
New +$236K 0.03% 105

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Total Wealth Planning's META Position: Q4 2025 in Review

Total Wealth Planning sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 317 shares — an estimated $233K sold.

Total Wealth Planning first reported a position in META in Q3 2025 and held it in 1 quarter. The position peaked at $233K in Q3 2025. 5,157 funds tracked by Wall St. Rank hold META as of Q4 2025.

  • Total Wealth Planning reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 317 Meta Platforms (Facebook) shares in Q4 2025, an estimated $233K.
  • Total Wealth Planning first reported a position in Meta Platforms (Facebook) in Q3 2025 and held it in 1 quarter.
  • Total Wealth Planning's Meta Platforms (Facebook) position peaked at $233K in Q3 2025.
  • 5,157 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.